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SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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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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Support Topic

Q. Why are some Taulia portal features not available in my account?: 000008582

Article Number: 000008582

Taulia is a SaaS (Software as a service) company that allows our customers to decide what platform features and capabilities they would like to offer their suppliers based on their business needs/requirements. This could mean that some features described in our support website may not be available in your specific customer account.

The Taulia support website (support.taulia.com) is a repository of all general features that our customers may offer their suppliers. This can include features related to:

  • Electronic invoicing

  • Getting paid early

  • Vendor master management

  • Purchase Order delivery

  • General portal features

  • + more!

Visit the Custom FAQ section of your account for specific information on doing business with your customer through Taulia.  If you see a feature described in the support site that is not available in your customer account, this likely means that the feature was not in scope when your customer implemented Taulia. If you have questions about why a feature is not being utilized by your customer in Taulia, please contact your customer directly. 


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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 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 add or deactivate users?: 000003731

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

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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

Create an invoice against a PO through the portal.

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

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