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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. How do I update my payment method? (check/ACH/credit card): 000003638

Contact your customer if you wish to change your payment delivery method.

Q. How do I update my payment terms?: 000007992

Contact your customer for payment term related questions

Q. I am missing remittance details for the payment received.: 000003553

Who to contact if your invoice remittance details is missing.

Q. Why is my payment missing/not received?: 000008002

What to do if you have not received your payment.

Q. The payment I received is incorrect: 000003519

Information on who to contact if you have payment related questions.

Q. How do I contact support?: 000003357

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

Q. Why did my customer add a new business unit to my account?: 000003434

There is no action required on your part when receiving this email notification.

Q. How do I contact my customer?: 000003346

You can find your customer contact information by following this article.

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

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 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 add or deactivate users?: 000003731

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

Q. My account is locked. How do I reset my password?: 000003590

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.

Q. How do I remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I manage my invoice compliance details?: 000003624

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

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

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Important Message

NA1 Platform Access 03/18/2019

If you are seeing errors or slowness while using the Taulia NA1 platform (login.taulia.com), please restart your browser then try again. We are aware of the situation and our engineers are working on restoring normal functionality.

Get notified 02/28/2019

Be sure to get notified if we experience unexpected issues that prevents you from accessing Taulia. You can also be notified of database maintenance schedules as they become available.

Please visit status.taulia.com to subscribe to our notification system.
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