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SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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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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Support Topic

Results found for "activate"

Support Topic

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. 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. 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. How do I enroll/register to use the Taulia platform?: 000006479

Article Number: 000006479

Information on how to enroll to start using Taulia.

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 login to the Supplier Platform?: 000003322

Article Number: 000003322

There are multiple ways to successfully log into the platform.

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 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 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. 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. 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. 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 acknowledge/confirm or dispute a purchase order?: 000003469

Article Number: 000003469

Confirming or Acknowledging a PO from your customer.

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. I cannot log into the platform.: 000003429

Article Number: 000003429

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

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. 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. What are the system/software requirements to use Taulia?: 000003505

Article Number: 000003505

You are able use all of the Taulia Supplier Portal features using just your web browser without installing any software.

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 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 create a non-PO invoice for Mexico? (eMex): 000008009

Article Number: 000008009

Information on how to upload CFDI compliant invoices for Mexico.

Q. How do I create a shipment notice? (ASN): 000003628

Article Number: 000003628

When enabled by your customer, you can create Advanced Shipping Notices within the Taulia Supplier Portal to more effectively receive and track shipments. Create ASN™ can speed up the goods receipt process, allowing your customer to more quickly approve y...

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 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. 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. 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 contact my customer?: 000003346

Article Number: 000003346

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

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 assign branches to our portal users?: 000008574

Article Number: 000008574

Branch permissions allow account admins to give access to specific data in 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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

Q. How do I assign branches to our portal users?: 000008574

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

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 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 start/stop receiving email notifications?: 000003472

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

Two-factor authentication troubleshooting and possible issues.: 000009204

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

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

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

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Important Message

Support WebForm Unavailable 11/24/2022


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We are working on resolving this.
In the meantime, in order to create a case, you will need to first fill all the required information, then check the "I am human" verification and at the end accept the Terms and Conditions of the form.
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