journey to procurement excellence updating bank account ... · updating bank account details . step...
TRANSCRIPT
![Page 1: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/1.jpg)
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J O U R N E Y T O P R O C U R E M E N T E X C E L L E N C E
Updating Bank Account Details
![Page 2: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/2.jpg)
iSupplier Portal ~ Vendor Training
Updating Bank Account Details
In this course you will learn how to Update Bank Account Data in iSupplier.
![Page 3: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/3.jpg)
iSupplier Portal ~ Vendor Training
Step 1
From the login page, click in the User Name field and enter the User Name provided during the registration process.
Updating Bank Account Details
![Page 4: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/4.jpg)
iSupplier Portal ~ Vendor Training
Step 2
Click in the Password field and enter the password you created during the registration process.
Updating Bank Account Details
![Page 5: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/5.jpg)
iSupplier Portal ~ Vendor Training
Step 3
Click the Login button.
Updating Bank Account Details
![Page 6: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/6.jpg)
iSupplier Portal ~ Vendor Training
Step 4
Click the DeKalb County Supplier Collaboration link.
Updating Bank Account Details
![Page 7: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/7.jpg)
iSupplier Portal ~ Vendor Training
Step 5
Click the Home Page link.
Updating Bank Account Details
![Page 8: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/8.jpg)
iSupplier Portal ~ Vendor Training
Step 6
Updating Bank Account Details
Click the Admin tab.
![Page 9: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/9.jpg)
iSupplier Portal ~ Vendor Training
Step 7
Updating Bank Account Details
Click the Banking Details hyperlink.
![Page 10: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/10.jpg)
iSupplier Portal ~ Vendor Training
Updating Bank Account Details
Step 8
In this example we will End Date your current account and Create a New Account. Click on the Calendar icon to open the Pick a Date window.
![Page 11: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/11.jpg)
iSupplier Portal ~ Vendor Training
Updating Bank Account Details
Step 9
By default the system will highlight the current date as your end date. Click on the date to proceed.
![Page 12: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/12.jpg)
iSupplier Portal ~ Vendor Training
Updating Bank Account Details
Step 10
The system will return to the Banking Details page. Click the Create button.
![Page 13: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/13.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 11
Click on the Information (i) bubble to read tip on using a New or Existing Bank.
![Page 14: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/14.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 12
After reading the Tip, Click the OK button.
![Page 15: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/15.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 13
In this example, we will follow the suggestion in the tip and search for our bank by clicking on the Existing Bank option.
![Page 16: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/16.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 14
Click the Search for Bank Name button.
![Page 17: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/17.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 15
Click in the Search By field.
![Page 18: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/18.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 16
Enter the desired information into the Search By field. Enter "bank of america".
![Page 19: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/19.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 17
Click the select button next to BANK OF AMERICA.
![Page 20: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/20.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 18
Click the Select button.
![Page 21: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/21.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 19
Click on the Information (i) bubble to read tip on using a New or Existing Branch.
![Page 22: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/22.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 20
After reading the Tip, Click the OK button.
![Page 23: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/23.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 21
In this example, we will follow the suggestion in the tip and search for our branch by clicking the Existing Branch option.
![Page 24: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/24.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 22
Click the Search for Branch Name button.
![Page 25: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/25.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 23
To retrieve all branches for the bank selected, click the Go button. You can also search by the Branch Name, Number and other fields.
![Page 26: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/26.jpg)
iSupplier Portal ~ Vendor Training
Locate and select the correct branch by clicking on the Select button.
Creating Bank Account Details
Step 24
![Page 27: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/27.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 25
Click the Select button.
![Page 28: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/28.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 26
Click in the Account Number field.
![Page 29: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/29.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 27
Enter your bank account number in the Account Number field.
![Page 30: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/30.jpg)
iSupplier Portal ~ Vendor Training
Creating Bank Account Details
Step 29
Add any additional information you would like DeKalb County to know about your bank. Click on the Save button when you are finished.
![Page 31: JOURNEY TO PROCUREMENT EXCELLENCE Updating Bank Account ... · Updating Bank Account Details . Step 10 . The system will return to the Banking Details page. Click the Create button](https://reader035.vdocument.in/reader035/viewer/2022070110/604799b5bca0e011f42821ab/html5/thumbnails/31.jpg)
iSupplier Portal ~ Vendor Training
Updating Bank Account Details
You have just finished Updating Bank Account Details for your company on the DeKalb County iSupplier Portal. Your changes will be routed to DeKalb County for approval and will not be available for transactional purposes until the changes have been approved. Click on the Home hyperlink to return to the iSupplier Portal Home Page.