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Q. How do I add or update my bank account/information?: 000003497

Article Number: 000003497

Note - This feature may not be available in your portal.

Taulia makes it easy to view and manage your company's banking information from your customer's accounting system. Updates made through the platform are sent to your customer's accounting system for review and approval. Taulia does not change/manage your banking information. The platform only relays information available in your customer's accounting system.



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.

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Important - If you see Apply Change, this means your customer updated or has different bank information in their accounting system that they are asking you to accept. You will need to select Apply Change to show the updated data in the platform. If the information applied is incorrect, just select Update to correct the information. This update will then be sent back to your customer which will allow them to have the correct bank information in their system.

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3 - You may have two options:

  • To register a new account, click Add Bank Account.        
  • To update your current account, click Update.                                      
                    

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Note - Some customers require at least 1 bank account which means you may not be able to remove an account. Contact your customer if you questions related to your bank account.

5 - Enter or update the bank account information:




6 - Click Next: Verify Bank Data.

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

8 - Click Review and Save.

9 - Click Complete and Save.

If you have additional questions regarding your registered bank information, please contact your customer.



Additional FAQs

How does Taulia receive and handle my bank account information?

The bank information you see in Taulia (if you have one registered with your customer) comes directly from your customer's accounting system. Taulia is a data vehicle that relay this information to the platform that then allow you to see what bank account your customer has for your company. Some customers also allow their suppliers to update and add bank data through Taulia. The changes are then sent directly to your customer for review and approval.

I changed my bank account in Taulia but an old one keeps appearing. What should I do?

Because Taulia only relay information from your customer, if you keep seeing your customer apply an incorrect bank data back to the platform, you must contact your customer directly.

I don't see the "My Details" option. W
hat should I do?

Contact your customer to update your bank information. If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.


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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. 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 add or deactivate users?: 000003731

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

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 remove line items from a PO that I currently do not want to invoice?: 000003609

Remove PO line items you are not invoicing. These line items will remain available for invoicing at a later time.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

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NA1 Platform Access 03/18/2019

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