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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.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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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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Supplier Address Management

2 Articles

See the address and company name that your customer has on file. This section covers articles related to managing your company address/name through Taulia.

Supplier Bank Account Management

2 Articles

See the bank account information that your customer has on file for your company. This section covers articles related to managing your bank information through Taulia.

Supplier Tax Identifier Management

2 Articles

See the tax identifiers that your customer has on file for your company. This section covers articles related to managing your tax identifiers through Taulia.

Supplier Certification Management

1 Articles

See the certifications that your customer has on file for your company. This section covers articles related to managing your company certifications through Taulia.

Supplier Contact Management

1 Articles

Help your customer identify key contact in your company. This section covers articles related to managing your company contacts through Taulia.

Documents Management

0 Articles

This feature allows you to search for documents you have uploaded through Taulia. This section covers articles related to document management.

Customer Relationship Information

1 Articles

Easily check which customer business units you are working with. This section covers articles related to Customer Relationships data.

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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. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

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

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

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 cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

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

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

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