The Taulia Success Guide

Imagine the possibilities. Take advantage of all the features Taulia has to offer.

Getting Started

If your company is new to Taulia, here are some initial items you’ll want to tackle.

1

Add other users

Account admins should invite colleagues to their Taulia account. Consider inviting the finance team, accounts receivables, credit department, and anyone else who manages purchase orders, invoices or payments.

2

Configure your email settings

Stay informed! Set up your email notifications. Each user will have full control over the emails they receive from Taulia.

UPDATE SETTINGS

3

Visit the Custom FAQ page

The Custom FAQ page in the supplier platform contains information curated to your customer’s implementation of Taulia. We recommend that you visit this page first anytime you have questions. You can visit support.taulia.com to view general Taulia help articles.

4

Explore Taulia features

Discover what you can do with Taulia! Please note that some features shown here may not be available in your account. Taulia customers add or remove platform features based on business needs. If you have multiple customers on Taulia, they each may offer a different set of platform features. Visit the Custom FAQ page in your account to learn more.

Managing your Invoices

Know the status of your invoice in real-time and take action as needed. Use the search feature to quickly sort through invoices available in the platform.

Creating an Invoice

Easily submit your PO or Non-PO based invoice. Invoices submitted through Taulia are instantly received by your customer.

Managing your POs

Use the purchase order search feature to quickly find purchases orders by status, business units, and more.

Managing your Payments

Use the payment search feature to easily find remittances linked to paid invoices for easy reconciliation.

Managing your Company Address

Learn how to manage the company name and address that your customer has on file for your business through the My Details section.

Managing your Bank Accounts

Learn how to view and manage the bank accounts that your customer has on file for your business through the My Details section.

Managing your Tax Identifiers

Learn how to view and manage the tax identifiers that your customer has on file for your business through the My Details section.

Contacting your Customer

Use Taulia's messaging feature to easily communicate with your customer if you have PO, invoice, or payment related questions.

Getting Paid Early

Discover how easy it is to use Taulia to accelerate the payment of your invoices.

5

Taulia Platform Videos

Taulia's self-service platform is designed to be intuitive so that you can get started with minimal effort. But if you need a little assistance, we have great videos to help you get to know Taulia.

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