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.
Home /
The Virtual Card Program functionality provided through the Taulia portal is disabled by default. Customers must initiate a Taulia-enabled Virtual Card program through their CSM contact.
Please find below instructions on how to configure suppliers to receive payment through Virtual Cards:
1 - Log onto the Home page of the portal.
2 - Go to the Suppliers menu and select Supplier Center.
3 - Please select the supplier/s that will use Virtual Cards as a payment method and click on the Edit Card Program button.
4 - Select the service provider from the drop-down menu and hit the Save button.
5 - You can see that the supplier has been assigned to the Card Program and that the supplier needs attention to complete the setup. Please click on the supplier name from the list.
6 - Please click on the three dots beside the “Missing Card Delivery Email” warning in the Program table.
7 - Buyer enters the supplier’s requested Card Delivery Email address and click on the Save button.
8 - Now all approved invoices that reach maturity will now be paid via card and updated accordingly in the ERP after card issuance.
Information about the various invoice statuses and how a supplier can see a detailed status description.
This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.
Easily view and download AR Financing payment data from the Receivables Payments page.
Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.
Taulia has a feature that notifies suppliers of what has been changed by highlighting certain fields. Suppliers also get email notifications of these changes. This article describes how Taulia’s purchase order change notification feature behaves.
Information on Taulia’s supplier Single Sign On policy.
Vanessa, Technical Services Manager
