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.
How do I move two-factor authentication to a new device or change my phone number?
If you use SMS as a two-factor authentication option, changing mobile phones shouldn't matter as long as your phone number remains the same.
If you change your phone number, then you should update your Security settings by doing the following:
1 - From the homepage, select User Icon Menu > Password & Security.
2 - Click Edit in the Preferred Method panel next to your current mobile phone number.
3 - Select SMS as your preferred method.
4 - Review your recovery codes.
5 - Enter your new phone number and select to send the SMS.
6 - Enter the code received on your phone and select Enable two-factor authentication.
If you use the authenticator app for two-factor authentication and you change your device, you should update your Security settings by doing the following:
1 - Select User Icon Menu > Password & Security from the homepage.
2 - Click on Edit in the Preferred Method panel.
3 - Select Use an authenticator app as a preferred method.
4 - Review your recovery codes.
5 - Scan the barcode displayed in the browser.
6 - Enter the code displayed from the authenticator app and select Enable two-factor authentication.
What should I do if I lose access to my two-factor authentication device?
In case you lose access to your phone, you could log in to the Taulia portal using one of your recovery codes. After entering your username and password to log in, select “Enter a recovery code” instead from the bottom of the screen. Enter your recovery code and select Log In.
If you need to know your recovery codes, you should contact one of your Taulia account admins. They should be able to provide a recovery code for you. See below for instructions on obtaining another user's recovery code.
If you are the only account admin and lose access to your phone, please contact Taulia Technical Support to restore your access.
How do I provide a recovery code for a locked-out user?
Account admins can provide two-factor authentication recovery codes to locked-out users by doing the following:
1 - Select Settings > User Manager (menu bar on the top right) from the homepage.
2 - Scroll down to the Users section to see a list of all users and their current two-factor authentication status. The status could be either “Enabled” or “Disabled”.
3 - You can view the recovery codes for users with two-factor authentication enabled by selecting the three dots > View 2FA Recovery Code.
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.
In this article you will find main possible issues about two-factor authentication.
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.
You can manage your account users in the portal and provide different levels of access.
Branch permissions allow account admins to give access to specific data in the portal.
Use the email notification settings feature to manage your email notifications.