If your company is new to Taulia, here are some initial items you’ll want to tackle.
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.
Stay informed! Set up your email notifications. Each user will have full control over the emails they receive from Taulia.
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.
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.
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.
Easily submit your PO or Non-PO based invoice. Invoices submitted through Taulia are instantly received by your customer.
Use the payment search feature to easily find remittances linked to paid invoices for easy reconciliation.
Learn how to manage the company name and address that your customer has on file for your business through the My Details section.
Learn how to view and manage the tax identifiers that your customer has on file for your business through the My Details section.
Use Taulia's messaging feature to easily communicate with your customer if you have PO, invoice, or payment related questions.
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.
Arandi Salas, L2 Support Engineer