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Technical Support Services

Welcome to the Taulia Support beta website!

After over a year of design, testing, and customer engagement, we are excited to give you a preview of the newly refreshed support website. The updated site includes improved navigation, new pages, and upgraded content structure. All of these improvements are designed to allow us to serve YOU better.

  • New ’What is Taulia’ page
  • New ’Taulia Success Guide’ page
  • System Status
  • Revamped tutorial videos
  • Improved content structure and search features
  • Ability to include attachments when opening a support request
  • Ability to cc other email addresses when opening a support request
  • Ability to leave comments/feedback regarding article quality
  • +more!

We would love to hear your thoughts and comments regarding the new site. You can also help us improve the site by reporting bugs and usability issues by using our feedback channel.

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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Getting Started with Taulia

14 Articles

We all need a little guidance sometimes. This section contains articles about items you should tackle first.

Managing Account Users

4 Articles

Bring visibility to more people in your company. Invite key stakeholders to access information in your Taulia account. This section covers articles related to user management.

Managing Email Notifications

4 Articles

A lot of information is passed through Taulia, but you can manage which activities you want to be notified of. This section covers articles related to email notification settings.

Managing User Profiles

3 Articles

Help us get to know you and your preferences. This sections covers articles related to to managing your user profile.

Combining/Merging Taulia Accounts

3 Articles

Do you have multiple customers or accounts already on Taulia? You have the option to combine access using a single email account. This section covers articles related to Taulia’s account merging feature.

Featured Articles

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 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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 add or deactivate users?: 000003731

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

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 change my portal email address?: 000003383

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

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

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

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Vanessa, Technical Services Manager

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