Sage 50 UKI Ideas Portal

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 applies to newly downloaded transactions so I needed to manually create the sage transaction for the remaining 8 bank transaction.

It would be great if there was a way to apply the rules to already downloaded transactions also.

  • Guest
  • Dec 20 2023