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Sage 200 UKI Ideas Portal
Status Idea Accepted - Gauging Support
Categories Bank Feeds
Created by John Turner
Created on Oct 18, 2021

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 very time consuming to re-enter. Is there a way that bank feeds could be retained so they could be imported?