How to change bank account number

I am staring at the steps to made to add a bank and then input my Iban and Bic but nowhere i can find where to do so.

These are the steps according to wiki:

Create a new account / cash

1.1 / Click on the menu Bank/Cash.

1.2 / Click on “New Financial Account” in the left column.

1.3 / Specify Account Label and complete the details requested, and click on "Create Account ".

2.1 / Under the heading “Bank accounts” in the left column, click the Account Label you just specified.

2.2 / For the “Account Type” of “Current or credit card account” or “Savings account”, Select the tab “Bank Account Number” and click “Edit” (bottom right) to fill in the details etc. GDI.

2.3 / You can now select the account for transfers in the module “Invoices and Credits” [login as an administrator, Configuration / Modules / Modules Financial (Accounting/Cash)]

Where i get stuck is: 2.1 / Under the heading “Bank accounts” in the left column, click the Account Label you just specified.

There is no heading bank accounts in the left column, what am I missing or doing wrong?

Thank you in advance,

Roger

After you create a new account, you should be able to edit the account to add the Iban & Bic info.

That said, click on Banks/Cash, then on left side, click on List, then click on the account in question. then in lower right click on Modify which will allow you to enter the Iban and Bic info.

thanks for your reply, that is just the problem, when I click modify I can only change name, type, valuta, country but not Iban, Bic/swift, address and so on…

Hello,

What is your dolibarr version ?

I am using vesrsion 14.0.4

Hello :slight_smile:

Can you try this : you load the bank account and you hit the “Modify” button
In your address bar, you must have something like :

/compta/bank/card.php?action=edit&token=xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx&id=yy

in the address bar, try just adding “&type=0” and check the results

Good continuation

thanks for the tip

my url ends on: …&id=1

I changed it but then I get a blank screen.

top bar is still there and left bar too, but nothing in the body

did you try …&id=1&type=0
or try with …&id=1&type=1

when I hit modify it is:

bank/card.php?action=edit&token=****************&id=1 and I can not make any changes like changing Iban, account number and so on

when I try bank/card.php?action=edit&token=****************&id=0 I get a blank screen in the body, the navigation stays

Maybe a weird question but coukld it be browser related? This is not the only bug I am getting. I just wanted to check a shipment as send and also there I get a blank screen.

I overlooked this: &type=0

Just changed the 0 to 1 but now it seems I can change it