Bank Feeds (Bank Reconciliation) | Sage 200 UKI Ideas Portal

Nominal payment narrative from bank feed

Nominal payments setup using bank feeds, when the transaction posts to the nominal account to use the same narrative/reference as the bank transaction ie. the rule picks up the transaction from the first element of the reference where there is als...

Created 28 Jun 02:53pm by Dean Palmer

Bank Feeds (Bank Reconciliation)

2 Idea Accepted - Gauging Support

13 Vote

Bank Feeds - Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing.

Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing. I believed this was already raised as an idea 1851 (https://sage200uki.ideas.aha.io/ideas/S200UK-I-1851), but have been advised that thi...

Created 20 May 02:06pm by Joanne Bailey

Bank Feeds (Bank Reconciliation)

5 Idea Accepted - Gauging Support

10 Vote

Sage 200 Bank Feeds - increase polling speed

Hi, From speaking to Sage support I gather Bank Feeds has a delay in the polling of information from banking institutions. I've seen information stating that transactions up to midday, can become available to download from midnight that evening ...

Created 30 Apr 08:16am by Stuart Mcalister

Bank Feeds / Bank Feeds (Bank Reconciliation)

2 Idea Accepted - Gauging Support

3 Vote

Allow for a sort of bank feed rules

Currently unable to sort bank feed rules, which makes it time consuming to find a rule when trying to amend. It would also be useful to be able to see the last time a rule was used.

Created 29 Jan 09:34am by Ryan Westhoff

Bank Feeds (Bank Reconciliation)

0 Idea Accepted - Gauging Support

1 Vote

Ability to create a bank feed matching rule without having to create a transaction.

99% of the time the invoice is already in sage so I don't want to create another just to create a matching rule.

Created 23 Jan 05:01pm by Ellen Duncan

Bank Feeds (Bank Reconciliation)

0 Idea Accepted - Gauging Support

1 Vote

Bank feeds to allow showing of transactions more than 4 days old.

Cheques are never cashed within 4 days of the sage transaction date so the rule that you can only reconcile when the bank date and sage transaction date are within 4 days will not work. We issue over 400 cheques a month. We are not able to to bacs...

Created 23 Jan 04:56pm by Ellen Duncan

Bank Feeds (Bank Reconciliation)

0 Idea Accepted - Gauging Support

0 Vote

bank feeds reconciliation - add notes to transactions in the bank feeds reconciliation screen

Currently you only add notes once you through to the bank reconciliation screen, users need to be able to enter notes against transactions in the bank feeds reconciliation screen

Created 1 Oct 12:00am by Guest

Bank Feeds (Bank Reconciliation)

0 Idea Accepted - Gauging Support

0 Vote

Sage 200 UKI Ideas Portal

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Nominal payment narrative from bank feed

Bank Feeds - Bank Rec screen currently allows to enter different types of payments, but inter account transfers is missing.

Sage 200 Bank Feeds - increase polling speed

Allow for a sort of bank feed rules

Ability to create a bank feed matching rule without having to create a transaction.

Bank feeds to allow showing of transactions more than 4 days old.

bank feeds reconciliation - add notes to transactions in the bank feeds reconciliation screen

Cash Book to Nominal Reconciliation Enquiry Screen

Bank reconciliation - moving items

Add Account Reference field to the Bank Reconciliation Report