Loader

Taulia experience center

CUSTOMER SUPPORT SERVICES

Quick tips and tidbits

What’s happening at Taulia?

ALL NEWS & RESOURCES

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.

Home /

Support Topic

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 - Select your customer.


3 - Go to My Details > Bank Accounts.

User-added image

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.


User-added image

4 - You may have two options:

  • To register a new account, click Add Bank Account.        
  • To update your current account, click Update.                                      
                    

User-added image

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 have questions related to your bank account.

5 - Enter or update the bank account information:


User-added image

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 which 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 relays information from your customer, if you keep seeing your customer apply 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 allows 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.


Was this article helpful?

   

TOP FREQUENTLY ASKED QUESTIONS

Q. How to add a supplier admin for vendor account through Buyer UI?: 000009220

In the Supplier Center you can add new admin user individually or mass upload to already enrolled vendors in the Taulia Portal.

Payables Financing - Rate Groups and Supplier Assignment: 000010695

Taulia’s Payables Financing settings allow you to set up and control the funding types, rates, business unit restrictions, liquidity limits, and calendar settings for the payables financing programs offered to your suppliers.

Q. What invoice status information can my suppliers see?: 000008758

Information about the various invoice statuses and how a supplier can see a detailed status description.

Q. How to retransfer a purchase order (PO) from SAP to the Taulia portal?: 000010696

Instruction on how to retransfer a PO from SAP to the Taulia portal.

Q. What is 2FA authentication and how do I enable/disable two-factor authentication?: 000010637

Learn how to turn on/off two-factor authentication, a feature that enables you to add an extra layer of security to your Taulia account.

Overview and usage of the Taulia Credit Note Blocking solution.: 000008766

This article explains the standard way credit notes are handled on the Taulia platform for buyers set on the standard credit note blocking solution.

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

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

“Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Sed et ligula non.”

Vanessa, Technical Services Manager

Important Message
Got It