Learn how to set up to rules to automatically process and post transactions to your accounts as they download from your bank. Speed up the process and save time.
This session has now taken place, but a recording is available:
Bank feeds speed up the reconciliation process. You'll learn how to set up a feed and then the process the transactions as they download from your bank.
This session has now taken place but a recording is available:
We’re currently working on a potential new feature that will allow the ability to download and import bank transactions for the purposes of bank reconciliation. The data, once imported, would appear within the bank feeds service, allowing you to use a…
Hi,
We use the bank feeds section within SAGE 50 to connect to Virgin Business Banking, but since the new update to version 30, we are unable to connect to the bank.
There is options to connect to the Virgin credit card, savings, and current but not…
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
Hi, I've seen that the Barclays Corporate bank feed is now enabled again which is great news. However when trying to download the feed, I get the following message:
Does anyone have a similar issue or a fix that they've found?
Thanks
21/02/2024 Update We’ve had a number of tickets relating to missing transactions, and have been investigating these issues for ABSA. We are unable to identify one specific issue causing missing transactions for customers.
We are working with Yodlee…
Hi All
I had been using bank rules for clients. Then there was an update that put bank feeds into its own section (instead of being part of "bank accounts"). Since then I cannot fathom to to create bank rules? All the Sage guidance I can find is based…
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…
Bank Feeds can be a big time saver and we've updated the look and feel in Sage 50 Accounts v29.2 which also brings other enhancements. Join us as we introduce you to bank feeds, explain the benefits, advise on setting it up and how to process your transactions…
Join us to learn about using a bank feeds to speed up your reconciliation routine.
This session has now taken place, but you can catch up with a recording:
Hi everyone
Since last week, I have started to onboard my clients with bank feed & have managed to finally get there.
I looked to continue yesterday but, a different issues persisted with the error 'The page your are looking for is either removed…
We have started using Bank Feed to get bank transactions into Bank Rec to clear items. When we download the Bank Feed it imports all transactions not previously downloaded. When we want to do the Bank rec for a month (October) we don't start until the…
Learn how to set up rules within the Bank feeds module. These help to automatically create transactions from your downloaded bank account transactions and can be a great time saver. This session has now taken place but there's a recording you can watch…
We are moving some of our bank feeds to open banking technology and turning off our older bank feeds. To continue importing transactions from your bank, you must disconnect and reconnect your bank feed before 30 November (or 4 November for HSBC customers…
Hi,
Is anyone else getting bank feed transaction dates that are different to the statement transaction dates?
Sage support say they believe that the information transmitted in the bank feed is the ‘booking date’ whereas the bank statement date is…
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.…
Moring All,
The new Bank feeds looks great!!, However in the old bank feed function you used to be able to pick up all the Bank payment transaction together and it would would add them all to the batch screen, then you were able to then do down the…
Having trouble connecting to Bank Feeds. FNB. " T his Sage Bank Feed Account requires authorization of Bank Account credentials." Have tried several times now to update banking login details as per manage feeds, keeps declining my attempts.
Due to changes in banking regulations in early 2024, we need to be able to send foreign currency payment files to Barclays via e=banking in order to continue using part of our current bank facility.
When creating a Bank Receipt or Bank Payment from Bank Feeds it presumes the amount contains VAT when it rarely does. This means you have to manually overtype every time which is annoying.
I was disappointed today when setting up Bank feeds to learn that it was not a live feature and can take up to 5 working days for transactions to show. We have to post bank receipts twice daily due to credit customers paying late, being on stop and wanting…
Hoping someone might be able to shed some light on this for me. We are based in Ireland and use Bank of Ireland Business Online. When I try to set up Bank Feeds from Sage50 Accounts we get an error at the very last stage ("BOI Consent Page) telling us…
