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Q. What is Cashflow™?: 000003360

Article Number: 000003360



Note - This feature may not be available in your portal.


Cashflow™ is a feature that allows you to receive early payments automatically upon invoice approval. Invoice payment is released on your customers next available payment date. You can also turn Cashflow™ on/off anytime!

If you are enabling Cashflow™ for the first time, you must accept or request a single early payment offer first. Once an invoice is paid early for the first time, the Cashflow™ option will then become available.


How does Cashflow™ work?

Cashflow™ is simple! Here's how it works:

  1. Enable Cashflow™.
  2. Cashflow™ starts automatically accepting offers upon invoice approval.
  3. Get email notifications for each automatically accepted offer.
  4. Get paid quickly on the next available payment date.


Why should I turn on Cashflow™?

  • Cashflow™ gives easy access to cash in predictable payments.
  • Early payment rates through Taulia are more favorable than other sources of cash.
  • Cashflow™ can reduce time to account receivables collection and help fill the “cash flow gap”
  • With Cashflow™ on, there is no need to log in and manually review invoices to get paid early.
  • You have complete control! You can turn on/off Cashflow™ anytime.
     

Manage Cashflow™ settings by doing the following:

1 -  Go to Settings (top right of the portal page) then select Cashflow™.

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2 - Toggle the Cashflow™ setting to Yes to enable Cashflow™.

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3 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.

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4 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be submitted for early payment.

  • Open/Approved invoices prior to Cashflow™ activation will not be accelerated, but you will be presented the option to do so. Just select Yes, accelerate approved invoices. The system will accelerate all previously approved invoices that are already eligible for early payment.
  • If you would like the see the early payment rate after an invoice is paid early, see Q. Where can I see discount rates on invoices I have submitted for early payment?


Remember, you are not required to enable Cashflow™. You can continue to accept or request early payment offers individually as needed. You can enable Cashflow™ anytime!


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TAULIA SUCCESS GUIDE

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TOP FREQUENTLY ASKED QUESTIONS

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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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 add or deactivate users?: 000003731

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

Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

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Important Message

Support Update 05/26/2020

12:07 PM - PST

The Taulia Business Exchange Platform is experiencing an unexpected issue. It has been reported that vendors are unable to upload invoice attachments when submitting their invoices. They receive ''an error has occurred'' error message in our NA1 and EU1 platforms. We have noticed, that the issue occurs in Google Chrome and Mozilla Firefox. If you face the issue, please switch to Internet Explorer and try again.

We are working quickly to resolve the issue. Thank you for your patience.
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