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.
When viewing POs, invoices or payments in the portal, the default view is All Customers. This means if there are multiple branches/locations, the search result in the portal will be a mix of both. Use the Advanced Search feature to further narrow down your results.
To search for POs by branch:
1 - Log into the portal.
2 - Select your customer.
3 - Select My POs from the quick access icons.
4 - Select Advanced Search.
5 - Select the Branch or Customer option. Not all customers will have items on this list.
6 - Select Search.
To search for invoices by branch:
1 - Log into the portal.
2 - Select your customer.
3 - Select My Invoices from the quick access icons.
4 - Select Advanced Search.
5 - Select the Branch or Customer option. Not all customers will have items on this list.
6 - Select Search.
To search for payments by branch:
1 - Log into the portal.
2 - Select your customer.
3 - Select My Payments from the quick access icons.
4 - Select Advanced Search.
5 - Select the Branch or Customer option as your search criteria. Not all customers will have items on this list.
You can also use the other search filters:
6 - Select Search.
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
