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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You have the ability to download purchase order reports directly from the portal. You have two ways to download a PO report:
To download all of your POs into a spreadsheet or PDF:
1 - Log into the Home page.
2 - Select your customer.
3 - Click My POs from the Quick Access Links.
4 - Click Download List next to the refresh button.
5 - Selecting the Current Page will download a report based on your PO search results page. Selecting All will give you all of your available POs.
6 - Choose what format you want your report in CSV, PDF, or XML.
7 - Click Download
8 - The report will download to your local folder.
To download a single PO:
1 - Go to My POs.
2 - Search for the PO number.
3 - Select the PO number then select Attachments.
4 - Select the File Name to download the PO image.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
You can manage your account users in the portal and provide different levels of access.
You have the ability to download purchase order reports directly from the portal.
Tax is typically required for all invoices but this requirement depends on your customer.
Use the email notification settings feature to manage your email notifications.
Information on how to update your address data.
Save a copy of your invoice to a local folder.
