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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Note - This feature may not be available in your portal.
The bank account you have registered with your customer (if available) is displayed in the portal under My Details > Bank Accounts. Some customers also allow their suppliers to add/remove/edit their bank information in the portal. If this is possible, you may have the option to remove the bank account for your company. Removing your bank account in the portal is the same as removing your bank account from your customer's company records.
Important - Some customers require that there is at least 1 bank account registered. If this is true, you will not be allowed to remove a bank account. You should update your bank account instead. Also by deleting the bank account, you are removing the ability to receive payments by ACH.
1 - From the homepage, select your customer.
2 - Select My Details > Bank Accounts.
3 - Select Remove Account.
4 - You will be asked to confirm your request.
If you have additional questions about your banking details, please contact your customer.
Configuration guide for Taulia add-on for SAP integration suite and managed gateway.
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.
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.
The Taulia Connector is the communication solution which directs connectivity between the Taulia Platform and your ERP.
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.
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.
Vanessa, Technical Services Manager
