Bank Feeds (Bank Reconciliation)

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...

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...

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 ...

I save drafts then have to delete them if I have more than one saved. Can they be more flexible? Maybe even Unmark them as 'draft' from within the reconciliation screen?

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

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.

Ability to reverse a bank reconciliation so that if you've made a mistake and can't identify it you can revert to the last bank reconciliation.

When matching transactions in a Bank Reconciliation and then saving to Draft, the order that the transactions are matched is not saved, so when recall of the Draft Reconciliation takes place, the matched order has potentially changed, unless match...

Users find it very confusing as the cash book shown on screen and on reports is the current cash book balance and not the cash book balance up to the date that you are reconciling

One report showing the Bank Reconciliation rather than 2 reports Reconciled and Unreconciled. eg Bank Statement Balance b/f XXXX Reconciled Transactions XXXX Bank Statement c/f XXXX Unreconciled TransactionsXXXX Cash Book Balance XXXX Also do not ...