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Coca-Cola Refreshments - How do I add or update my bank account/information?: 000006447

Article Number: 000006447

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

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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. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

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 remove our bank account from the portal?: 000008542

Information on how to remove banking information in the portal.

Q. How do I create invoices using the Invoice Upload feature?: 000008597

Information on how to upload invoices through the supplier platform using the Invoice Upload feature.

Q. What is the Invoice Upload feature?: 000008598

Invoice Upload allows you to easily submit multiple invoices at once through the Taulia platform by uploading a csv or xls file of the invoice and line item data.

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