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SUPPLIER SUPPORT SERVICES

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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 create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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 assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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 check the status of my invoice?: 000003536

Check the status of your invoice.

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