Welcome to the Sage 50 Accounts UKI Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
When setting up a Bank Rule - a box needs to be added with what the narrative is for the transaction that shows in the 'Details' box in Sage. Like you currently have for what information that goes in the 'Reference' box. At the moment it is left blank…
Would it be possible to design a feature within Sage 50c Accounts, so I can create a rule within Sage Bank Feeds, which applies to bank transfers?
I am trying create a Bank Rule within the Sage Bank Feeds window. Before I can save the rule, I need to…
It would be very useful if the narrative from the bank statement is brought through to the details section in Sage, when a posting is made in Bank Feeds, based on a Bank Feed Rule.
For example, a DD to Vodafone. I set this up as a Bank Rule, but when…
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…
Having successfully configured the Bank Feeds feature within Sage 50 Accounts (v26.2.139), it has become apparent to me that the software is not fit for the purpose it is intended to fulfil and requires urgent amendments. I have listed below the initial…
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…