Hi
Any tips for importing bank statements into Sage 50 Professional?
Cheers
Hi
Any tips for importing bank statements into Sage 50 Professional?
Cheers
We plan to allow you to import bank statements into Sage 50 Accounts from v30.1
This will be launching from around May 2024.
Roadmap - Launching Soon (sage.co.uk)
Ian
This will be great for banks and credit cards that don't provide bank feeds.
If you are interested for your current account bank feeds are an alternative
Agreed
When you use Bank Feeds, you'll have the option for automatic bank feeds if your bank is supported or manual if it's not with the option to import statements.
I just hope you implement it so that I dont have to go single user mode
Are talking about how everyone has to log out for FIle >> Import?
Bank Feeds doesn't quite work like that, bank feeds is one user per bank. I could work on 1200 and you could 1210 for example but we both can't be working on 1210 at the same time.
I am asking about the import of bank statements
Sorry i'm not following, what does a single user have to do with bank feeds?
When you import a statement from a file, will I be
able to do it with other users logged in or will it be like the other file / import routines?
Yes, you can do it with other users logged in but you won't be doing it from File >> Import.
The bank statement import option is performed directly via Bank Feeds.
Yes, you can do it with other users logged in but you won't be doing it from File >> Import.
The bank statement import option is performed directly via Bank Feeds.
*Community Hub is the new name for Sage City