Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
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.
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Welcome!
As a new user of Taulia, you just opened a world of possibilities that will make it easier for you to transact with your customer. Best of all, Taulia is completely free to use! Some of the key features that your customer may offer through Taulia are:
This article will take you through a couple of things you should do if you are new to Taulia. Before you continue, here are a couple of important tips to remember:
To get started, select which category you fall under:
New Vendor
1 - If you are the first person to be invited to use Taulia by your customer, you are automatically set up as an account admin. The main benefit of being an admin is the ability to add/manage other users in your account.
2 - Now that you have invited users to your account, it's time to manage your own email notifications. See Q. How do I start/stop receiving email notifications?. By default, all email notifications are enabled.
3 - This is the most important part. Please visit the Custom FAQ section of your customer portal. Taulia is tailored to your customer's specifications on how they want their suppliers to use the platform. This page will contain features made available to you by your customer, along with other business-related FAQs that your customer wants you to know. The support website (support.taulia.com) is a collection of general features that may or may not be available to you.
New User
1 - As a new user in Taulia, your abilities in the portal depending on the role type your account admin gave you. If the account admin added you with an "admin" role, the main differentiator is the ability to manage other users. Click here to learn about other user roles. Click here to learn how to manage users.
2 - Now that you successfully activated your Taulia account as a new user, it's time to manage your own email notifications. See Q. How do I start/stop receiving email notifications?. By default, all email notifications are enabled.
3 - This is the most important part. Please visit the Custom FAQ section of your customer portal. Taulia is tailored to your customer's specifications on how they want their suppliers to use the platform. This page will contain features made available to you by your customer, along with other business-related FAQs that your customer wants you to know. The support website (support.taulia.com) is a collection of general features that may or may not be available to you.
Taulia Overview
Below are areas of the portal you should become familiar with:
Note - features described below may not be available in your portal.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.
You can manage your account users in the portal and provide different levels of access.
You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
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.
You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.
Information why your invoice is showing 'In Process'.