How to Add a Bank Account?

Sequence > Left Navigation Bar > Banking > Accounts

Sequence comes with some bank accounts by default, but you can add custom bank accounts in order to upload bank statements and reconcile your transactions. 

1. Follow the above-mentioned workflow to land on the My bank accounts grid.
2. Click the Add account button. Doing so opens the Add account popup.
3. Here, details of the bank account are recorded via three sections that include Account Type, Accounting Information, and Banking Information.
4. From the Account Type section, use the Account Type dropdown to select the type of the account depending on whether it is a bank account or cash payments
5. Once selected, click the Continue button.
6. In the Accounting Information section, enter the account number in the Number field. As the number is added, the main accounts populate automatically.
7. Enter the name of the account in the Surname field.
8. Use the Currency dropdown to select the currency for the account.
9. Once the required information is filled, click the Continue button.
10. In the Banking Information section, you can either record IBAN without reference or QR IBAN reference.
11. Enter the name of the bank in the Bank Name field.
12. Use the IBAN field to enter the International Banking Account Number.
13. In case you have selected QR IBAN reference, enter the QR reference in the IBAN QR field. if you do not have this reference, you can request it from your bank, provided that you have a Swiss bank account.
14. Use the B.I.C field to enter the Bank Identifier Code.
15. Enter the city in which the bank is located in the Bank city field.
16. Once the required information is filled, click the Add account button.