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CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
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Now, you can quickly provide all the details and documents required to make early payments within the Taulia platform. Currently, we support onboard with the below funders:
JP Morgan
ANZ
How do I onboard with JP Morgan for the early payment program?
To start the onboarding process, please complete the below steps:
1 - Log in to the Taulia platform and click on the Network section or Notifications icon.
2 - Click on the Start onboarding button and follow the steps to fill in the required information.
3 - Click on the General Business Details section and complete your company details. Then, hit the Save button to proceed to the next section.
4 - Select the Company Address section and complete your address details. Then, hit the Save button to proceed to the next section.
5 - Select the Authorized Signers section and provide the required names of those individuals who have the authority to sign legally binding documents on behalf of the company. Then, hit the Save button to proceed to the next section.
6 - Select the Banking Information section to confirm if these are your bank details. If the bank details are incorrect or need to be changed, please click on the Edit Here button*. After that, please select the checkbox confirming the bank details. Then, hit the Save button to proceed to the next section.
*This option may not be available in your portal.
7 - Select the Required Documents section to provide all documents required by the funder. Then, hit the Save button to proceed to the next section.
8 - Select the Additional Information section to provide helpful program information. Then, hit the Save button to proceed to the next section.
9 - The next screen will show that all sections were completed successfully. After that, please select the Review button.
10 - Before submitting the application, you will see a summary of all the details you provided during the registration process. Please review all of the information before submitting the application. Then, hit the Submit button.
This step finishes the process of submitting onboarding documents to a funder for an early payment program.
You can monitor the progress of your application under the Network section. There are five different statuses:
Ready to onboard - You can begin the onboarding process.
Onboarding in progress - When the supplier starts to fill in the onboarding data but has not completed/submitted it yet.
Under review - The funder is checking your application documents.
Needs attention - The funder requested a change on your documents.
Active - Your application was approved, and you can start using the early payment program.
How do I onboard with ANZ for the early payment program?
To start the onboarding process, please complete the below steps:
1 - Log in to the Taulia platform and click on the Network section or Notifications icon.
2 - Click on the Start onboarding button and follow the steps to fill in the required information.
3 - To start the onboarding process, please select the General Business Details section.
4 - Now, complete your company details. Then, hit the Save button to proceed to the next section.
5 - Select the Company Address section and complete your address details. Then, hit the Save button to proceed to the next section.
6 - Select the Directors section, click the Add a Director button, and complete the required fields, then hit the Add button.
7 - The next screen will show you all the directors you added. To proceed, please click on the Save button.
8 - Select the Banking Information section to confirm if these are your bank details. If the bank details are incorrect, please contact your customer to update them for you.
9 - The next screen will show you that all sections were completed. Please select the Review button to finish the onboarding process.
10 - Before submitting the application, you will see a summary of all the details you provided during the registration process. Please review all of the information before submitting the application. Then, hit the Submit button.
11 - You are required to accept the below Terms and Conditions for this funder:
You can monitor the progress of your application under the Network section. There are five different statuses:
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.
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
New users can be added to the Buyer UI or existing users can be deactivated at any given point in time. This can be done by any Admin user that has access to the Buyer UI.
Information on Taulia’s supplier deactivation policy.
Easily upload new invoices to Taulia for AR financing.
Instructions to deactivate Early Payment offers for a supplier.
Vanessa, Technical Services Manager
