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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 relays this information to the platform that then allows 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?

First, check with your Taulia account admin to make sure that your user role is either Admin or Finance which allow rights to view bank data. Most of the time If the "My Details" option is missing, it means vendor master updates are not allowed by your customer through Taulia.


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