Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
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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To add/update your bank information in the portal, follow the steps below:
1 - Log onto the Home page of the portal
2 - Go to My Details > Bank Accounts (if you have more than one vendor account merged on the portal you will need to choose which account you want to view)
3 - Click Add Bank Account if no information is listed
OR
4 - Click Update if you need to change your bank details
5 - Enter required information:
6 - Click Next: Verify Bank Data
7 - Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)
8 - Click Review and Save
9 - Click Complete and Save
Your customer will receive and review the change you submitted.
Instruction on how to retransfer a PO from SAP to the Taulia portal.
In this article, you will find instructions on how to change your suppliers' payment method to Virtual Cards.
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.
Taulia’s Payables Financing settings allow you to set up and control the funding types, rates, business unit restrictions, liquidity limits, and calendar settings for the payables financing programs offered to your suppliers.
Configuration guide for Taulia add-on for SAP integration suite and managed gateway.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Vanessa, Technical Services Manager
