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SUPPLIER SUPPORT SERVICES

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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.

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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.

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 we change user access to our account?: 000008655

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

Q. I cannot log into the platform.: 000003429

There are 4 common reason why you cannot log into the platform.

Q. What is company-wide two-factor authentication and how to enable/disable CW2FA?: 000009203

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.

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. What is two-factor authentication and how do I enable/disable two-factor authentication?: 000009403

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

Q. How do I login to the Supplier Platform?: 000003322

There are multiple ways to successfully log into the platform.

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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. What is the Invoice Upload feature?: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.

Q. How do I take a screenshot?: 000003353

Taking a desktop screenshot.

Q. Why is my invoice showing rejected? (eFile): 000003375

What to do if an invoice is rejected via eFile.

Q. How do I know if my invoice was successfully received? (eFile): 000003518

An email is generated daily that contains an invoice submission report. This report will tell you what invoice(s) failed submission to Taulia.

Q. How do I change my Taulia account's email address?: 000003383

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

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