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Hello
We started using Bankfeeds in November, when we open it it still has items from December sitting in the bank transactions column.
Why would this be? We have reconciled the bank accounts at the end of each month.
THanks
Lynn
We are using sage so cloud v 28.1 and have remote data access.
I am trying to set up bank feeds but the error window keeps appearing- when trying to log into bank for the first time
One of the solutions for this was to disconnect anything in connect…
Hi,
I have setup bank feeds in v29, is there a way of selecting multiple Sage transactions and then dragging and dropping them to a single bank transaction? I know you can do it individually, but I would like to select multiple items and drag them.…
Is there a way to change back to the old style of bank feeds?
The new outlay is so bad and makes it hard to actually see what the transactions are.
Just wondering if there is an option to have it the old way?
Thanks
Good afternoon everyone and thank you for any help you can give.
I work for a charity and recently updated our system to include bank feed as we were informed that this would help streamline the process and save us time.
Sadly however this doesn't…
I use SAGE 50 Accounts but my client does not. I do not have access to their bank. Is there anyway I can send the client a link so they can authorise the bank feeds?
Thanks
Sarah
We are using Sage 50 Accounts Professional v29.0.286.0 Is it possible to set up a bank feed? How do we do it? I can only see help files for cloud accounts.
When will Sage add donations to the create option within Bank Feeds? It reduces the advantage of the bank feed option significantly. The Charities options have been the poor neighbour of Sage users for years now but the changes which could be made so…
I'm new to Bank feeds, as I have just been forced to upgrade from a perpetual licence, and Bank feeds was one of the things I thought would sweeten the pill.
I set up a few Rules so my direct debit payments can be posted automatically. What a great…
Hi, I have been using bank feeds for a while now but find the whole process to be really slow and often quicker just to do the transaction manually then do the auto match. I am referring to the actual process and not the connection to the bank which is…
We're having a problem when creating rules with split tax codes when using bank feeds. Users can create standard rules just fine - no problem there. When anyone goes to create a rule with split tax, we see this error:
"An error has occurred creating…
Pre Covid I worked on site on clients computers - all single site 1 person (me) users Now working from home keeping things current. One client has the Bank Feed active - but never used. None of my other clients use this feature. But this means I cannot…
Looking for a good and straight forward way to get all paypal transactions onto Sage 50c Accounts Pro, anyone have any tips or recommendations?
Ideally an addon or method rather than manual work.
Transactions consist of;
Online sales (held for 45…
It would be very beneficial to all and especially accountants if when entering bank feed rules you could have a box for details which actually prints out in the details section when printing a nominal code report. To put the detail in the reference section…
I dont see the point of going to all that effort to set up bank feed rules if when i transfer my data to another pc they dont also get transfered.
I often move data between my and my assistants pcs during the year so everytime we then have to restore…
I have been merrily using v24 of SAE up to last month (I had to hand over to my accountant to help me catch up so didn't realise updates had come in) - anyway I found Bank feeds very useful for reconciling and I had downloaded them previously without…
I have finally got bank feed rules set up and working. I have mostly set up rules to do with customer receipts.
HOWEVER, I have discovered that when a rule picks up a matching transaction, all it does is add this receipt as a payment on account.
It…
Is anyone aware of an alternative to Bank Feeds for a Barclays.net user. Can you create transactions within the E-reconciliation screen for items such as insurance, lease payments, fuel etc without having already entered them into Sage 50
The latest version of bank feeds as in V26 seem to be working better. However, how frequently is the feed refreshed. It looks at least 24 hours?
This is not useful.
Also the bank balance is not shown so logging in still required to ensure correctly…
After attending one of the Sage roadshows for MTD yesterday we feel that it would be easier for one of our clients who we do all the bookkeeping for at our offices on Sage50 Desktop version using one of our licences to have bank feeds, however the set…
Hi does anyone know how to adjust the email address used on setting up bank feeds in sage? I have a client who has set this up but wants to change the email address.
I have setup bank feeds on our Clydesdale Bank account. I downloaded transactions the first time but now does not. It says 'Sync completed successfully' but nothing is there. Date ranges are correct and there are new transactions in the bank..
Any…
We've just migrated from an old version of Sage and are about to start reconciling the bank accounts from 1-Oct-18. We'd like to use the Bank Feeds feature for this, but it seems that it's only downloading transactions from December and not before then…