Taulia experience center
SUPPLIER SUPPORT SERVICES
Invoices are reviewed and approved by your customer; never Taulia. Use Taulia to track the status of your invoices.
No. The approval/rejection of invoices is owned by your customer.
An invoice can be rejected for many reasons. If there is no rejection reason provided, contact your customer.
Invoices submitted through Taulia are transmitted to your customer's accounting system in real-time. It helps speed up the approval process.
It means your customer is reviewing your invoice. Contact your customer if you have questions.
Your customer/buyer does. Taulia is a platform that electronically delivers POs to suppliers. If you have concerns regarding the details of the PO, contact your customer.
POs are created by your customer/buyer. Report the issue to them. If an update is made, the updated PO is pushed back to Taulia.
We highly recommend using Taulia when invited by your customer to simplify your business transactions.
Your company must be invited by your customer. If you there is an existing account, ask your Taulia account admin to invite you as a user.
Taulia is connected to your customer's accounting system. This allows your customer to deliver PO, invoice, or payment data between their system and Taulia. You can then see this information through your Taulia account.
Yes. We call this "merging". Merging accounts allow you to access all accounts using a one login.
You can only deactivate previously active user accounts.
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.
There are 3 common reason why you cannot log into the platform.
Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.
Learn how to turn on company-wide two-factor authentication, a feature that enables you to add an extra layer of security to your whole Taulia account.
Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.
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.
Use the email notification settings feature to manage your email notifications.
You can manage your account users in the portal and provide different levels of access.
Use Cash Planner to get paid early on your approved invoices.
Create an invoice against a PO through the portal.
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.