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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. If you are missing the "My Details" option, or cannot update your bank account, you will need to contact your customer.


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


Important - If you see Apply Change, this means your customer updated your banking information in their system. 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. If you complete the update but the old bank information is pushed back to the platform, contact your customer directly.

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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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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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5 - Enter the bank account 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.

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


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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

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

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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.

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Information on how to record your screen for troubleshooting purposes.

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Please note that only account admins have the ability to manage users and change user roles.

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

Manage your bank information through the portal!

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