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CCHMC - How do I add or update my bank account/information?: 000006518

Article Number: 000006518

To add/update your bank information in the portal, follow the steps below:

1 - Log onto the Home page of the portal

2 - Go to My Details > Bank Accounts (if you have more than one vendor account merged on the portal you will need to choose which account you want to view)
 


 

3 - Click Add Bank Account if no information is listed                                                                                     or                                  

4 - Click Update if you need to change your bank details

5 - Enter required information:
 


 

6 - Click Next: Verify Bank Data

7 - Click Attach File and upload supporting document such as a voided check or bank statement. (Must be in PDF format)

8 - Click Review and Save

9 - Click Complete and Save


Your customer will receive and review the change you submitted. 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. What is eFile?: 000003379

eFile allows you to submit invoices to your customer through EDI, CSV or XML formats.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I save my invoice as draft?: 000003188

You can save your invoice as draft in the portal. This will allow you to make changes to the invoice at a later time.

Q. My invoice is showing 'In Process'. What does this mean?: 000008561

Information why your invoice is showing 'In Process'.

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