Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

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 /

Support Topic

Q. How do I contact my customer?: 000003346

Article Number: 000003346

Taulia pulls the data you see in the platform from your customer's accounting system. Taulia does not generate or alter purchase orders and payment records. If you have the ability to create invoices through Taulia, we transmit the invoice to your customer's accounting system but we are not part of the approval process.

When to contact your customer:

  • Questions about rejected/voided invoices - Contact your customer
  • Questions about invoice payment terms - Contact your customer
  • Questions about invoice data/value - Contact your customer
  • Questions about enrolling for mass invoicing - Contact your customer.
  • Questions about incorrect PO data/value - Contact your customer/buyer
  • Questions about canceling/editing a submitted invoice - Contact your customer
  • Questions about how to enroll to use Taulia - Contact your customer

If enabled by your customer, use the messaging feature to easily ask questions about your purchase order, invoice, or payment through the portal.

When to contact Taulia Support:

  • If you are not receiving your enrollment email
  • If the portal is not loading or having performance issues
  • Issues resetting your password
  • Issues managing users in your account
  • Other issues related to using Taulia


You can typically find your customer's FAQs and contact information by doing the following:

1 - Log into your portal account.

2 - Select a customer.

3 - Select Custom FAQs.

User-added image

You may also be able to find your customer's contact information by doing the following:

1 - Log into your portal account.

2 - Select the User Action Menu.

3 -
From the Support Category list, select Contacting My Customer and look for your customer's name in the results list.


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Invoice failing with Transmission Error.: 000010633

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.

Q. How to add a supplier admin for vendor account through Buyer UI?: 000009220

In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.

AR Financing Receivables Invoices: 000010698

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.

Q. What is 2FA authentication and how do I enable/disable two-factor authentication?: 000010637

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.

Q. I have suppliers with Needs Attention status in the Taulia Buyer UI. How do I enroll them in the Taulia Platform?

Information on how to address suppliers with Needs Attention status in the Buyer UI.

Taulia Business Exchange for SAP: System Refresh Guide PI Customers: 000010631

Describes the process to keep the Taulia Platform in sync with non-production environments of SAP (Development or Quality).

Still can’t find what you’re looking for? Contact Support

Still can’t find what you’re looking for?

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It