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Technical Support Services

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

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Q. My account is locked. How do I reset my password?: 000003590

Article Number: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

IMPORTANT

  • Make sure that the email address you are using is valid/enrolled to use Taulia. If not, the password reset option will not work. If you are using a shared email address, reach out the person that has access to the email inbox to check the password reset email.

  • Check and confirm that you are in the correct platform for the customer you are trying to access. Your login credentials and password reset request will not work if you are in the wrong platform. The two platforms are:

    • European Platform - login.eu.taulia.com

    • North American Platform - login.taulia.com

 

1 - From the login page, click Forgot Password:

User-added image

2 - Enter your Account Email Address and match the green captcha text (case sensitive):

User-added image

  • For security purposes, the portal will not let you know if the email address is valid or invalid. Make sure that you are using the same email address registered for the portal.

  • Be sure to match the green captcha security characters. This security feature prevents automated hacks from getting into your account. 

 
3 - If successful, you will receive the password reset email in the email address that you provided. Follow the instructions in the email to complete your password reset. Check I tried to reset my password but I am not receiving the password reset email if you are not receiving the password reset email.

If you continue to have issues accessing your account, c
lick here to contact Taulia Support.


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

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