Loader

Taulia experience center

SUPPLIER SUPPORT SERVICES

What are suppliers currently asking Taulia?

TAULIA SUCCESS GUIDE

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

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

I would like to:

What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

Support Policies

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

We’re here when you need us.
Contact Support

Home /

Support Topic

Q. How do I remove our bank account from the portal?: 000008542

Article Number: 000008542

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

The bank account you have registered with your customer (if available) is displayed in the portal under My Details > Bank Accounts.  Some customers also allow their suppliers to add/remove/edit their bank information in the portal. If this is possible, you may have the option to remove the bank account for your company. Removing your bank account in the portal is the same as removing your bank account from your customer's company records.

Important - Some customers require that there is at least 1 bank account registered. If this is true, you will not be allowed to remove a bank account. You should update your bank account instead. Also by deleting the bank account, you are removing the ability to receive payments by ACH.


1 - From the homepage, select your customer.

2 - Select My Details > Bank Accounts.

3 - Select Remove Account.

User-added image

4 - You will be asked to confirm your request. 

If you have additional questions about your banking details, please contact your customer.


Was this article helpful?

   

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 add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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 access or switch customer accounts?: 000003466

Many portal users use Taulia for different customers. Because of this, accounts are typically merged to provide easy access for multiple customers using one email account in Taulia.

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

Create an invoice against a PO through the portal.

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 manage my invoice compliance details?: 000003624

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

Still can’t find what you’re looking for?

Still can’t find what you’re looking for?

Important Message
Got It