Hi Dulcie,

Thanks for using Sage City.

The cause for this is usually that the nominal code you are trying to select isn't visible for the transaction type that you are trying to create. By default your nominal codes are only visible in relevant areas e.g. sales code 4000 is only visible for invoices/money in transactions, liability codes are normally only visible for money in/out and not visible for invoices etc.

You are able to adjust the visibility by going into More > Settings > Chart of Accounts. If you find the nominal you want to use when creating you bank feeds, click into the nominal and you should see the visibility section at the bottom of the page. The 'Bank' option here is for an actual bank account e.g. a current or a credit card account so in most scenarios this needs to remain not visible.You need to make sure both money in and out are selected to create the transaction from the feed, if you want to you can tick all of the options other than bank so the code is visible in all areas of the program.

Hope this helps. If this has answered your question please click More > Verify Answer.

Kind Regards,

Jack Middleton
Sage Business Cloud Customer Services
Sage UKI

Hi

Thank you but it does not work. When I tick the other boxes, I get the following error message:

'Can only show ledger accounts with bank category in bank area'

Thanks, Dulcie

Hi Dulcie,

Are you trying to post this transaction directly to a bank nominal code such as 1200? The program doesn't let you make this visible to as if you posted a payment directly to this code as the transaction would effectively cancel itself out in your bank and on your reports due to the way double entry bookkeeping works. I would recommend posting the payment to a non-bank category code. If you aren't sure exactly what to post this transaction to I would recommend to speak to your Accountant for further advice.

Kind Regards,

Jack Middleton
Sage Business Cloud Customer Services
Sage UKI

Hi Jack

Thanks. I am an Accountant.

Is there a video somewhere that shows you how to post the transactions after import from the bank. I am trying to allocate the imported transactions from the bank to the correct nominal.

I thought it would be simple - like allocating it to a nominal from a drop down list. But now - although all the nominal are marked as visible they don't appear.

The other issue is if it is a transfer to a different bank account?

Or am I missing something?

Thanks again, Dulcie

Hi Dulcie,

There are a few different ways to add transactions from a bank feed or a statement import. Unfortunately we don't have a video demonstrating this but we have a help article here which goes over this (this article is for processing transactions from the bank feed in Accounting but the steps are the same as processing a statement import in Start). 

Providing the nominal code is visible in money in/money out in your chart of accounts you should be able to view it when creating transactions from the statement import. To recap the above article you should be able to go into your imported transactions. The 'create' option between match and transfer should be automatically selected and you should be able to select your nominal from the 'what' drop down box and click create on the right hand side.

If you have a transfer on the statement import and you have added the other bank account to Sage you need to select the transfer option and you should be able to see available bank accounts in the list. If the transaction is a deposit from a cash account into the current account this needs to be recorded manually following the steps here as this is a slightly different transaction type than a regular transfer between a cash and a savings account for example.

If you are still having issues not being able to view the nominal I would recommend calling us on 0191 917 4311 so we can look at this specific example in your data.

Kind Regards,

Jack Middleton
Sage Business Cloud Customer Services
Sage UKI

Thanks Jack. This was really helpful.

Thanks Jack. This was really helpful.