Sage 200 UKI Ideas Portal

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
  • Jul 24 2024
  • Already Exists
Idea Benefit so they can use ebanking
How do you solve for this problem today? create a new plug in. Advised this is not currently available
  • Jo Kirkup commented
    24 Jul 03:12pm

    ebanking plugins contain either reconciliation and/ or payments. We will not be providing a Revolut ebanking plug in. For reconciliation the Revolut bank feed should be used. For payments for Revolut, please vote on https://sage200uki.ideas.aha.io/ideas/S200UK-I-2611

  • Rachael Holly commented
    24 Jul 02:33pm

    Hi - yes we have the bank feeds already set up it is the ebanking plug in we have not got.


  • Jo Kirkup commented
    24 Jul 02:31pm

    Apologies, I've rechecked and Revolut is available in our bank feeds service already. If you need any assistance in setting this up please review our product help - https://desktophelp.sage.co.uk/sage200/professional/Content/CB/Banking%20Cloud%20Setup.htm

  • Jo Kirkup commented
    24 Jul 12:34pm
  • Jo Kirkup commented
    24 Jul 12:09pm

    Thank you I'm going to split this into 2 ideas, with this idea being for reconciliation. This will not be delivered through our current ebanking functionality, reconciliation will be via Bank Feeds.

    With our upcoming 2024 R2 release you will be able to do this by downloading direct from the bank, and then importing into the software. This would be an option until there is an connected bank feed for it.

    Payments is a different piece, hence the need to create a separate idea and leave that one open

    Rachel could you also get the customer to vote, on the assumption they haven't already.

  • Rachael Holly commented
    24 Jul 11:28am

    Hi

    They want to use bank feeds and it will be payments and reconciliations (so both)

    Kind regards

    Rachael

  • Will Tebbett commented
    24 Jul 11:26am

    It would be both for me.


  • Jo Kirkup commented
    24 Jul 11:24am

    thanks for the idea, are you looking for bank reconciliation or payments, or both?