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 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?

   

TOP FREQUENTLY ASKED QUESTIONS

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. How do I enable Virtual Cards as a payment method for my suppliers?: 000010721

In this article, you will find instructions on how to change your suppliers' payment method to Virtual Cards.

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.

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.

Taulia add-on for SAP integration suite, managed gateway: configuration guide: 000010689

Configuration guide for Taulia add-on for SAP integration suite and managed gateway.

Q. Why are my AR Financing invoices not available for early payment?: 000010710

This article will explain the most common reasons why an AR Financing invoice may not be in Available status.

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