Sage 50 Accounts UKI Ideas Portal

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Bank Reconciliation

128 VOTE

Ability to correct transactions from the reconciliation screen

When doing a bank rec, it's not unusual to find errors. That's the point of the rec after all. It would be so much easier if, as well as creating new transactions, we were able to edit and delete unreconciled transactions, without having to save t...
about 3 years ago in Bank Reconciliation / Correcting mistakes Idea Accepted - Gauging Support

Add a search amount button on the bank reconciliations

please add a search button on the bank reconciliation screen, this will save me scrolling up and down and taking ages to find the figure
5 months ago in Bank Reconciliation Already Exists

Allow the functionality for Departmental posting to the Interest Earned and Account Charges Analysis in the initial Bank Rec Statement Summary Screen

No description provided
28 days ago in Bank Reconciliation Idea Accepted - Gauging Support

Have a reconcile all items or boxes to tick on the Bank Reconciliation

It is very time consuming to have to select individual entries and yes you can select what you can see on the screen and Match them but I can't tell you the number of times I get all the way down and hit one wrong key and I have to start again. Al...
over 3 years ago in Bank Reconciliation

Enable entry of fund code (charity module) within bank feed rules

When creating a bank rule within the bank feed module, ensure the rule can include setting a fund code when the charity module is being used.
about 2 years ago in Bank Reconciliation

Automatic insertion of account name in "reference" when marking off supplier payments

No description provided
9 months ago in Bank Reconciliation Further Information Required

Remove limitation on bank reconciliation balance field

We have a company setup to use Sri Lankan Rupee so the balances can be long compared to UK balances (ie: 1.00 in the UK is 401.92 in SL), so 100,000 would be 40192120.00 in SL and if you have a minus balance this adds a - at the front. Currently w...
10 months ago in Bank Reconciliation Idea Accepted - Gauging Support

To add a date in the contra window so if there is a need to back date an entry it can be done.

The date would be beneficial as if there is a need to backdate entries then it can be done.
11 months ago in Bank Reconciliation

Need ability to revalue foreign bank accounts whilst others are logged in

We are unable to do the foreign bank revaluation whilst others are logged in
almost 3 years ago in Bank Reconciliation

Have a bank rec option similar to Xero

The one good thing about Xero is the way in which the reconciliation option works. With Sage, you cannot simply reconcile the one transaction which is okay when working with a tidy dataset but when you work with a client where the books are untidy...
over 2 years ago in Bank Reconciliation