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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Note - This feature may not be available in your portal.
Many users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access to different customers using one user account. If you currently have multiple user accounts in Taulia to access different customers that you would like to combine into one for easier access, please see Q. How do I merge/combine my Taulia accounts into one? to learn how.
You can easily discern that you have access to more than one Taulia account via merge by first logging into your account:
1 - Log into the portal.
2 - As soon as you log in, if you get the page below, this means you have access to more than one Taulia account under different customers:
3 - From the Customers section, you can select the customer you would like to see, and it will take you to that specific customer's Taulia portal.
4 - Once you are logged in, you can also switch customer accounts by selecting Customers:
5 - Selecting Customers will bring a new page with a list of your merged customer accounts. You can just select the customer you want to see, and it will take you to that customer's portal.
Note - Even though the accounts are merged, they all act as separate accounts. The portals do not interact with each other in any way. This also means different features will apply to each account based on your customer's portal customizations.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Use the email notification settings feature to manage your email notifications.
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.
Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.
Create an invoice against a PO through the portal.
Invoice early payment details can be viewed directly from the invoice details section.
Manage your bank information through the portal!
