Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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.
What is two-factor authentication?
Two-factor authentication adds an extra layer of security to your Taulia account. You will need two forms of ID to get into your account - your login information and a six-digit authentication code. This is required each time you login from a new device or browser.
How do I enable two-factor authentication?
You can enable two-factor authentication to your Taulia account by doing the following:
1 - From the homepage, selecting Settings > Security.
2 - Click on Enable in the Two-factor Authentication panel.
3 - Select your preferred method for authentication. You could either use an authenticator app on your phone to get two factor authentication codes or enable SMS-based authentication.
4 - Make sure you save the recovery codes generated for you. Those could be used as a last resort to access your account if you lose your phone or can’t log in with a second factor for another reason.
For enhanced security Taulia recommends using an authenticator app such as Google Authenticator. Once you download the app on your mobile device you should select the “Scan barcode” option and scan the QR code that is open in your browser. Next, you should enter the six-digit code from the authenticator app to complete the setup process.
Warning: Text messaging is only available in certain countries. This list of countries can be found here.
How do I log in to my account that has two-factor authentication enabled?
If you have enabled two-factor authentication, you may be prompted to enter an authentication code to verify your login attempt when accessing your Taulia account.
1 - Please enter your login e-mail and password, click Log In.
2 - If your preferred method for authentication is Authenticator app then open the app on the device linked to your account. If your preferred method for authentication is SMS, then check your Messages folder.
3 - Enter the 6-digit code displayed in the App or received via SMS.
4 - Selecting “Remember this device for 30 days” will prevent the need for performing two-factor authentication on this device for the next 30 days.
5 - Click Log In.
If you're providing a recovery code instead of an authentication code, make sure you do not enter your recovery code in the authentication code field. For more information, see the question below “What should I do if I lose access to my two-factor authentication device?”
How do I disable two-factor authentication?
You can disable two-factor authentication to your Taulia account by doing the following:
1 - From the homepage, selecting Settings > Security.
2 - Click on Disable in the Two-factor Authentication panel.
How do I use my recovery codes?
Taulia recommends that you download, print or copy your recovery codes and store them somewhere secure. Treat these with the same level of attention that you would your password.
You can find your recovery codes for two-factor authentication by doing the following:
1 - From the homepage, select Settings > Security.
2 - Click on View next to Recovery Codes in the Two-factor Authentication panel.
In case you have exhausted all recovery codes you will receive a new set of codes. Right after you log in with the last recovery code, you will be taken to the recovery codes page with a new set and will be able to download them again.
You can also store the recovery codes in a password manager such as LastPass, 1Password, or Keeper. You need to install the extension in your preferred browser for saving and accessing your passwords.
Branch permissions allow account admins to give access to specific data in the portal.
You can manage your account users in the portal and provide different levels of access.
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.
Please note that only account admins have the ability to manage users and change user roles.
Manage your bank information through the portal!
Your customer may leave a reason why an invoice is rejected, incomplete, voided and or a reason for other available statuses. It may also show you what stage of approval your invoice is in.
Vanessa, Technical Services Manager