Hi Suzie:

I might suggest setting up a monthly recurring entry in your journal entry section of Sage 50 before uploading your bank transactions. Post your recurring entry. Upload your bank transactions and press the match transactions button. It should match your entry. It will not save too much time but more than entering the data entry manually each time.

Just a suggestion, I hope it helps!

Thank you!

For those that are only once a month it's ok, but I have some that are repeated a lot of time during the month. Like the margin credit... 

So I was looking for something like "if these words are in the description, the GL # is.... And create the transaction"... So then I just have to match them. 

Because yes, I have recurring transactions already set, but it's long to do those repeated transactions one by one... 

Knowledgebase Article 88266 says

Starting with Sage 50 2018.1 (product update 1), you can manually match transactions and create new transactions from imported bank statements

Hi Suzie:

Have you tried the Daily Business Manager under the Recurring tab? You can post more than one recurring transaction by selecting the ones you want to process.

OOHHHH didn't think of this one!!!!!!!!!! thank you very much! Indeed this will be more practical! (sorry for my english hihihi I didn't found what i needed in french so I tried in english! 

Thank you very much! This is very usefull

Suzie:

You are most welcome!

Thanks, but is what I wanted to avoid because sometimes, I have 5-6 times the same type of transactions. Like when you buy something and it goes in the margin... so then you have an credit and the a debit... 

Suzie:

Are you referring to credit card discount fees?

hhhmmm no... it's like a margin on your bank card... i'm sorry I'm looking for the term in english... like, you can go under 10 000$ per exemple... it's like a credit margin in you bank account...

ok found it... line of credit... 

Suzie:

Are you talking about a revolving line of credit?

yes

Suzie

You can only post multiple sales invoices simultaneously from the Daily Business Manager, not General Journal entries or any other module.

I've never used the Match transactions in the new bank feeds but my understanding was that it will learn which entries you want put in specific accounts and will show you the entry as it learned it.  Then you can just post (which matches it at the same time).  I understood it to be very similar to what QBO does.

I don't have access to a data entry screen for the Match window but I thought there was a Post button of some sort on it.

so i have transaction "deposit from line of credit..." and I have the refund of it... but it's always the same "description". That's why I was asking if there's a way to setup a "rule" like in Excel per exemple... if this=do that... 

But i will try it with the daily business manaer, it should help me, instead of entering everything at the end of the month. ;) thanks! 

Suzie:

Since the amounts change on an on-going basis, I would setup a random recurring entry and enter them one at a time on a daily basis.

Yes, i will do that! thank you very much!!!!!!!

You might wish to review this Knowledgebase article as well.

How do I create a new transaction from the match transactions screen after setting up Sage Bank Feeds?

It might be what you are looking for!  I am assuming you are using a current version of the program.

Hi Richard, thanks again, but no this is not what I was looking for. I know how to create a transaction... but I was hoping not to have to do it... 

Hi Richard, thanks again, but no this is not what I was looking for. I know how to create a transaction... but I was hoping not to have to do it...