Taulia experience center
CUSTOMER SUPPORT SERVICES
There are settings and configurations located on the Taulia platform that affect the behavior of the platform for your suppliers. If you want to make changes to those settings, you should contact Taulia Technical Services describing the changes. Some changes can be completed quickly while others may require additional requirements gathering, testing, and can incur an implementation fee.
Please notify Taulia Technical Services a minimum of (5) business days before you intend to perform the SAP system refresh. Please provide the SAP system ID to be refreshed and (if applicable) the XMLRPC user ID configured in the POD.
Please check your ERP system to ensure that a duplicate document does not exist. If you do not find a duplicate document, please contact Taulia Technical Services for assistance.
We are excited to support you with your upgrade! Please contact Taulia Technical Services to get your upgrade started.
If your supplier has selected a new Admin for their account, they can send an invitation in the User Manager to the new admin. If the supplier did not appoint a secondary admin, please advise the supplier to contact Taulia Technical Services to assign a new admin. Note, Technical Services will require the new admin to authenticate themselves prior to being added to the account.
There are a couple scenarios which can cause your supplier to not receive their invitation, whether it is a delay in the email being received or even an issue with the email address. Please log into the Supplier Center in the Taulia Buyer UI and search for suppliers with Needs Attention in the Status filter. Here you can drill down to additional error types for resolution.
Taulia is unable to “un-invite” a supplier but there are self service options you may consider. You may log into the Supplier Center in the Taulia Buyer UI and edit the invited emails to invalid dummy emails to further prevent enrollment. If there are a large number of suppliers, you may correct this action in SAP by adding the suppliers to the Taulia blocklist.
There are a few reasons your suppliers may not see a Purchase Order. We initially suggest you trigger a retransfer of the Purchase Order from within SAP. Open the PO and select "Mark object for retransfer" via the Taulia Generic Object Services. If there are any errors, you can view them in the Connection monitor (/n/TAULIA/CONNECTOR). If this does not resolve the issue, please contact Taulia Technical Services for additional troubleshooting.
Log into the Supplier Center in the Taulia Buyer UI. Select Enrolled in the Status filter and search to see the list. If you do not have access to this feature, contact your Taulia administrator.
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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.
Note - This feature may not be available in your portal.
Taulia offers suppliers multiple options to get paid early on invoices. One of those options is the ability to accept early payment offers for approved invoices. When accepting an early payment offer, you have the option to select the date on when you want your payment to be released*. Early payment feature availability is dependent on your customer. If your customer does not have an early payment program through Taulia, then the early payment options will not be available. The type of user role you have will also affect your rights to use the early payment features.
Taulia offers three easy ways to accept early payment offers from your customer:
Use this feature to accelerate payment for individual invoices
Use this feature to accelerate payment of all approved invoices
Use this feature to accelerate only selected invoices
Accelerating payment of a single invoice
1 - Accept early payment offers by selecting My Offers from the home page or Pay Me Early from the My Invoices section.
2 - You will be shown the early payment terms of the invoice. Please review the details.
3 - After reviewing the early payment offer, select Submit to send your request.
Accelerating payment of all invoices at the same time
Note - This feature is only available if there is at least 1 approved invoice. Using this feature will only accelerate already approved invoices. It will not accelerate payment for invoices approved in the future. To automatically accelerate all approved invoices in the future, you must enable Cashflow™.
1 - From the homepage, select Pay Me Early ALL from the Early Payment Available - Request All section. It will show you how many approved invoices are ready for early payment.
2 - Select Pay Me Early ALL to confirm your request.
Accelerating payment of select invoices
This feature will allow you to select specific invoices to accelerate if you do not want to accelerate payment of all eligible invoices.
1 - From the homepage, select See All Early Payments.
2 - You will be taken to the My Invoices page and shown approved invoices with early payment offers. Un-check the boxes for the invoices you do not want to accelerate. Select Pay Me Early Selected to continue.
3 - You will be asked to confirm the number of selected invoices you want to accelerate. Select Pay Me Early Selected to confirm.
Can I see the early payment rate first before accepting an offer?
Yes! Because you have the ability to select the date on when you want the payment to be released, the platform will show you the early payment rate based on the date you have selected.
Why are some of the dates not available in the early payment calendar?
The available payment dates in the calendar indicate the days your customer pays invoices. The date you select is the date your invoice payment will be released if the request is approved.
I can only select early payment for the next business date. Why?
Depending on your customer's early payment program, some suppliers can only select early payment for the next business date.
Discover how one time early payments and Cashflow™ can help grow your business
In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.
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.
Summary of the Service Pack 02 version of the Taulia Add-on.
Description of how Taulia sends invitation emails to suppliers. Information about frequency and volume of invitation reminders.
Summary of the 5.0 version of the Taulia Add-on, released September 2023.
Configuration guide for Taulia add-on for SAP integration suite and managed gateway.
Vanessa, Technical Services Manager