How to Edit a Bank Account?

Sequence > Left Navigation Bar > Banking > Accounts

  1. Follow the above-mentioned workflow to land on the My bank accounts grid.
  2. For an account you want to edit, click the three-dot icon.
  3. Click Edit. Doing so opens the Edit account popup with the details of the selected account populated in the respective fields (If the bank account comes by default in Sequence, some fields will not be able to be modified).
  4. Click the tab you want to make changes to.
  5. Once the required changes are made, click the Edit Account button.