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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.

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.

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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.


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4 - 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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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:


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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.


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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.

Q. How can I add or remove users in the Buyer UI?: 000008765

New users can be added to the Buyer UI or existing users can be deactivated at any given point in time. This can be done by any Admin user that has access to the Buyer UI.

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.

Payment Analytics Dashboard User Guide.: 000010708

Information and instructions on how to use Payment Analytics Dashboard.

Q. How can I deactivate a supplier or a list of suppliers?: 000008755

Information on Taulia’s supplier deactivation policy.

Taulia Add-on for SAP integration suite, managed gateway SP03 Release Notes: 000010707

Summary of the Service Pack 03 version of the Taulia Add-on.

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