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Technical Support Services

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

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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Q. I am new to Taulia. What should I do first?: 000008036

Quickly learn about Taulia and how to use it!

Q. How do I add other customers to my current Taulia account?: 000008659

Information on how to add other customer accounts to your current Taulia account.

Q. How do I contact support?: 000003357

Contact support if you are not able to find the help information you need.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

Q. How do I access or switch customer accounts?: 000003466

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.

Q. How do I record my screen?: 000008516

Information on how to record your screen for troubleshooting purposes.

Q. Why are some Taulia portal features not available in my account?: 000008582

Available portal features depends on what your customer enable for their suppliers to use in the Taulia portal.

Q. What are the system/software requirements to use Taulia?: 000003505

You are able use all of the Taulia Supplier Portal features using just your web browser without installing any software.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I am new to submitting my invoices electronically. What should I know?: 000008595

Tips and best practices on how to submit invoices electronically through the portal.

Q. How do I login to the Supplier Platform?: 000003322

There are multiple ways to successfully log into the platform.

Q. Are there any fees associated with this service?: 000003602

There are no cost costs associated to using Taulia.

Q. Is my information secure in Taulia?: 000003621

Information about data security through the Taulia portal

Q. How do I change the language of the Taulia platform?: 000007733

The Taulia platform supports over 16 languages and growing!

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. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access Taulia.

Q. How do I change user roles?: 000003385

Please note that only account admins have the ability to manage users and change user roles.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

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.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

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