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Q. How do I update my contacts details?: 000003495

Article Number: 000003495

Note - This feature may not be available in your portal.


The Contacts feature allows you to manage your company's contact information that can be used by your customer to get in touch with your internal contacts.


To add/update your contact information, follow the steps below:

1 -  Log into your portal and go to My Details > Contacts.

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2 - To add a new contact, select Add New Contact.

3 - If you add a contact that already exists, you will see the following:

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4 -  To make changes, click on the pencil icon

5 -  If your customer adds a new contact within their ERP system, you will see the following: 
 

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6 - Select Apply Change to show the update then OK to confirm.
 

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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. I am getting an exceeds open value invoice error : 000003473

This invoice error means the invoice you submitted for processing is over the value of the PO.

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 use Cash Planner?: 000003166

Use Cash Planner to get paid early on your approved invoices.

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

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. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

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