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SUPPLIER SUPPORT SERVICES

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TAULIA SUCCESS GUIDE

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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.

Support Policies

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. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

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 add or deactivate users?: 000003731

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

Q. How do we change user access to our account?: 000008655

Information on how to manage user access to your Taulia accounts.

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 start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

Q. How to enable two-factor authentication?: 000008703

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

Two-factor authentication troubleshooting and possible issues.: 000009204

In this article you will find main possible issues about two-factor authentication.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

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