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Taulia experience center

SUPPLIER SUPPORT SERVICES

 
For Customer Support services, visit customersupport.taulia.com
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    GETTING PAID EARLY

    Accepting Early Payments

    Using Cash Planner

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    ENROLLMENT

    Sign Up/Enrollment Information

    Supplier Launch

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    PAYMENTS

    Payment Reports

    Payment Status

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    PURCHASE ORDERS

    Purchase Order Details

    Purchase Order Reporting

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    MASS INVOICING

    eFile - Multi-Format Invoicing

    eSend - PDF Invoicing

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    RECEIVABLES FINANCE

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    LOGGING IN/PASSWORDS

    Logging In

    Password Management

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    ACCOUNT MANAGEMENT

    Managing Account Users

    Managing Email Notifications

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    INVOICES

    Creating Invoices

    Invoice Reporting

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    SUPPLIER INFO MANAGEMENT

    Supplier Bank Account Information

    Supplier Tax Identifier Information

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    GENERAL UPDATES

    Release Notes

    Known Issues

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    SBN SUPPLIERS

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    MOST VIEWED FAQ

    Two-factor authentication troubleshooting and possible issues.: 000009204

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

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    Q. How do I add or update my bank account/information?: 000003497

    Q. How do I update my tax identifiers in the portal?: 000003611

    Q. How do I create invoices using the Invoice Upload feature?: 000008597

    RECENTLY UPDATED ARTICLES

    AR Financing Receivables Invoice Upload: 000010700

    Q. What are the benefits of getting paid early?: 000008540

    Q. How do I cancel an early payment request?: 000006578

    Q. Where can I see early payment rates on invoices I have submitted for early payment?: 000003507

    Q. What is Cashflow™?: 000003360

    What are suppliers currently asking Taulia?

    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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    Video Library

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    USER MANAGEMENT

    Invite colleagues to Taulia that needs access to your customer account.

    EMAIL MANAGEMENT

    You have full control. Manage the emails you want to receive from Taulia.

    TAKING EARLY PAYMENTS

    Get paid early today! Learn how you can increase your working capital and cash flow by getting paid early on your approved invoices.

    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.

    I would like to:

    AUTOMATE EARLY PAYMENT
    REQUEST EARLY PAYMENT
    ACCEPT EARLY PAYMENT

    What is Taulia

    We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

    GET TO KNOW US

    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.

    VIEW OUR POLICIES
    We’re here when you need us.
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    Home / activate

    Support Topic

    Results found for "activate"

    Support Topic

    Q. How do I complete my enrollment through Supplier Launch?: 000008467

    Article Number: 000008467

    Information on how to complete enrollment in Taulia through Supplier Launch.

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

    Article Number: 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. Why haven't I received my portal invitation email?: 000003467

    Article Number: 000003467

    If you are a new supplier that needs to use Taulia for the first time, you will need to be invited by your customer to use the portal. Please contact your customer for your invitation.

    Q. How do I activate my Taulia account?: 000008658

    Article Number: 000008658

    Information on how to activate your account after you have been invited by your customer to use Taulia.

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

    Article Number: 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 add other customers to my current Taulia account?: 000008659

    Article Number: 000008659

    Information on how to add other customer accounts to your current Taulia account.

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

    Article Number: 000003383

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

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

    Article Number: 000003731

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

    Q. I am new to Taulia. What should I do first?: 000008036

    Article Number: 000008036

    Quickly learn about Taulia and how to use it!

    Q. How do I start/stop receiving email notifications?: 000003472

    Article Number: 000003472

    Use the email notification settings feature to manage your email notifications.

    Q. How do I merge/combine my Taulia accounts into one?: 000003598

    Article Number: 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 enroll/register to use the Taulia platform?: 000006479

    Article Number: 000006479

    Information on how to enroll to start using Taulia.

    Q. My purchase order is missing. Who should I contact?: 000003198

    Article Number: 000003198

    If you are not able to find a PO in the portal, please contact your customer.

    Q. How do I acknowledge/confirm or dispute a purchase order?: 000003469

    Article Number: 000003469

    Confirming or Acknowledging a PO from your customer.

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

    Article Number: 000003322

    There are multiple ways to successfully log into the platform.

    Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

    Article Number: 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 assign branches to our portal users?: 000008574

    Article Number: 000008574

    Branch permissions allow account admins to give access to specific data in the portal.

    Q. What is the eFile invoice submission report?: 000003348

    Article Number: 000003348

    Explains how to use the invoice submission report when sending invoices through eFile

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

    Article Number: 000003624

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

    Q. I cannot log into the platform.: 000003429

    Article Number: 000003429

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

    Q. What is Cashflow™?: 000003360

    Article Number: 000003360

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

    Q. How can I add a delivery note (packing slip) to an invoice?: 000003325

    Article Number: 000003325

    The Taulia Supplier Portal refers to the packing slip as a Delivery Note. The Delivery Note field is located above the Comment box at the bottom of the invoice creation screen.

    Q. How do we change user access to our account?: 000008655

    Article Number: 000008655

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

    Q. What is the exchange rate when creating an invoice?: 000006033

    Article Number: 000006033

    Some customers require their suppliers to enter the current exchange rate when submitting an invoice.

    Q. I tried to reset my password but I am not receiving the password reset email.: 000006478

    Article Number: 000006478

    Follow these instructions if you tried to reset your password but did not receive the email notification with the reset instructions.

    Q. How do I create a PO invoice for Mexico? (eMex): 000008006

    Article Number: 000008006

    Information on how to upload CFDI compliant invoices for Mexico.

    Q. How do I contact my customer?: 000003346

    Article Number: 000003346

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

    Q. How does Taulia support e-invoicing in different countries?

    Article Number: 000008554

    Information on how Taulia supports e-invoicing globally.

    Q. How do I contact support?: 000003357

    Article Number: 000003357

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

    Q. How do I create a non-PO invoice for Mexico? (eMex): 000008009

    Article Number: 000008009

    Information on how to upload CFDI compliant invoices for Mexico.

    TAULIA SUCCESS GUIDE

    New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

    GET STARTED

    TOP FREQUENTLY ASKED QUESTIONS

    Two-factor authentication troubleshooting and possible issues.: 000009204

    In this article you will find main possible issues about two-factor authentication.

    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 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 update my bank account/information?: 000003497

    Manage your bank information through the portal!

    Q. How do I update my tax identifiers in the portal?: 000003611

    Managing your company tax ID numbers through the platform.

    Q. How do I create invoices using the Invoice Upload feature?: 000008597

    Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

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

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    BROWSE ANOTHER TOPIC

    Receivables Finance

    2 Topics

    SBN Suppliers

    1 Topics

    Taulia Enrollment

    2 Topics

    Logging In/Passwords

    2 Topics

    Taulia Account Management

    5 Topics

    Getting Paid Early

    5 Topics

    Purchase Orders

    5 Topics

    Invoices

    10 Topics

    Payments

    4 Topics

    Mass Invoicing (eFile™/eSend™)

    2 Topics

    Supplier Information Management

    0 Topics

    Announcements

    0 Topics

    Multi Language FAQs

    0 Topics

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