Ideas

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 ...

Stuart Mcalister almost 2 years ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 2 Idea Accepted - Gauging Support

7 VOTE

Customer transactions to import at a summary invoice/credit note level

It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.

Cecilia Akum over 1 year ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

17 VOTE

Bank Feed Limits

Remove the limit on the number of bank feeds rules available to be set up from 300 to unlimited. Sage provide the ability to add bank rules for accounts, to remove the inefficiency of manually keying transactions but at the same time put a limit o...

Guest over 4 years ago in Bank Feeds 2 Idea Accepted - Gauging Support

10 VOTE

Bank feed rules - bank transfer

On bank feeds, there is the option to create a bank transfer manually for a transaction. However when creating bank rules, there doesn't seem to be functionality to create a rule for a bank transfer. We have over 100 different cashbooks and the au...

Andy Donaldson about 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

10 VOTE

Save Bank Rules

When issues occur on Bank Feeds and the only option to resolve the issue is disconnect and reconnect, it causes the problem where bank rules are effectively deleted. Where a customer has numerous bank rules, this is certainly a big problem and ver...

John Turner over 4 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

7 VOTE

Imported transactions not being able to go to hidden codes

When importing journals, sales invoices and purchase invoices it allows transactions to still be imported to nominal accounts that are hidden, which shouldn't be able to happen as they are hidden as we don't want them to be able to be posted to.

Guest over 4 years ago in Customer/Supplier Transactions 0 Idea Accepted - Gauging Support

11 VOTE

Bank Feeds - for an easier way to recall saved Drafts

When you use Bank Feeds, you can save your reconciliation using Confirm Matches, which is like the Save Draft functionality in Bank Reconciliation. When you reopen the Bank Feeds, it highlights the matched lines in yellow, however if you need to s...

Gary Butler about 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

13 VOTE

Import Sales Transactions - Validate Nominal Accounts to check that they exist

Invalid Report to show transactions that have non-existent nominal codes as at present postings go to suspense

Saeed Malik over 10 years ago in Customer/Supplier Transactions 1 Idea Accepted - Gauging Support

2 VOTE

Add bank Revolut to the bank plug ins (Reconciliation)

they have a revolut bank feed but not the plug in for the bank

Rachael Holly over 1 year ago in Bank Feeds / Bank Feeds (Bank Reconciliation) 9 Already Exists

6 VOTE

Foreign Currency Bank Feeds to have same Functionality as GBP Accounts

Our client is using the Bank Feeds functionality, but is frustrated that when using Foreign Currency accounts the 'Save and Create Rule' functionality is not available. Can Bank Feeds Functionality be replicated across all Account types please?

Guest almost 7 years ago in Bank Feeds 0 Idea Accepted - Gauging Support

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