Announcement!
This is a notification for product news or an alert. If you have a question, please start a new discussion

Sage Bank Feeds - Manually refreshing transactions

I have selected to manually refresh my transactions, but they do not pull through when I attempt to manually refresh or fetch them. What could be the problem?

  • We currently do not provide for the option to manually refresh your transactions through Yodlee and your bank account.

  • The option to do this when you onboard your bank account refers to the refresh between Sage Bank Feeds and Yodlee, rather than Yodlee and your bank account (as was the experience in the previous implementation).

  • Each account on the new implementation is provisioned to automatically refresh as highlighted in Cannot see most recent transactions