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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.

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4 - You will be asked to confirm your request. 

If you have additional questions about your banking details, 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

Q. How do I contact my customer through the portal?: 000003470

Use the "Send Message" option to quickly contact your customer through the portal!

Q. How do I create a Non-PO invoice (eForm)?: 000003640

Non-PO Invoices are invoices that are billed to your customer without an associated purchase order. Not all customers allow non-po invoicing.

Q. How do I change my Taulia account's email address?: 000003383

You can update the email address that you use to access 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 update my company/remit/shipment address?: 000003169

Information on how to update your address data.

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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