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TELUS - How do I add or update my bank account/information?: 000006439

Article Number: 000006439

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                                                                                     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 manage my invoice compliance details?: 000003624

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

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 download a payment report?: 000003471

You can download an XML, PDF or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.

Q. How do I start/stop receiving email notifications?: 000003472

Use the email notification settings feature to manage your email notifications.

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