How to add a bank or cash account?

Left menu > Banking > Accounts

To add an account, follow the steps outlined in this article. The types of accounts you can add are bank or cash accounts. It is not possible to create a credit card-type bank account in Sequence.

1. Click on the Banking option in the left-hand menu.

2. From the options displayed, select Accounts.

3. Click on "Add an account".

4. Indicate whether the account type is Bank or Cash.

5. Click "Continue".

6. Fill in the account number. If necessary, specify if the number includes a suffix. Parent accounts will be displayed.

7. Fill in the name. Check if the currency is CHF or select another one.

8. Click "Continue".

9. Select whether it is an IBAN account without reference or a QR IBAN account with reference.

10. Enter the bank name, IBAN, BIC or SWIFT, and the bank city.

11. To finish, click "Add account".