Sage 50 UKI Ideas Portal

2 Vote

Customer would like ability to Create a bank feed rule prior to downloading transactions

Customer would like ability to Create a bank feed rule prior to downloading transactions. At present New rules will only apply to feeds downloaded after the rule has been created, they are not retrospective. Could we have the ability to create the...

Created 02 Aug 11:41

Bank feeds rules

0
1 Vote

Bank Feeds Rules - Add Ability to Allocate Transactions when rule set to “Review transactions before posting”

Idea relates to Sage 50 Accounts v30.0.171.0 When the ‘Auto Posting’ setting is set as “Review transactions before posting” then where the transaction type is a Customer or Supplier then this should provide the ability to open the transaction and ...

Created 15 Feb 10:53

Bank feeds rules

0
1 Vote

Bank feed rule to apply to existing/downloaded transactions

I've linked the bank account and downloaded transactions. There are about 9 transactions which are the same type. I created a bank rule for the first one and expected that it would apply to the remaining transactions. Sage support advised it only ...

Created 20 Dec 15:05

Bank feeds rules

0