Sage 50 Accounts UKI Ideas Portal

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Bank feed rules

Bank Feed Manage Rules - Editable per transaction before approving

We set up Rules in Bank Feeds to speed up the reconciliation process but currently there is no ability to edit the reference or details of that transaction before approving it. Being able to use the same rule, for example during bank payments for ...
23 days ago in Bank feed rules Idea Accepted - Gauging Support

Add bank transfers to Bank Feed Rules

Would it be possible to design a feature within Sage 50c Accounts, so I can create a rule within Sage Bank Feeds, which applies to bank transfers? I am trying create a Bank Rule within the Sage Bank Feeds window. Before I can save the rule, I need...
almost 5 years ago in Bank feed rules Idea Accepted - Gauging Support

Apply bank rules retrospectively

When rules are change or created, apply them to transactions already downloaded
3 months ago in Bank feed rules Idea Accepted - Gauging Support

Bank feeds rules automation/improvement

Could we have a feature in the bank feeds to create bank rules (as normal) then the ability to refresh it so the bank rules take effect and match the transactions rather than having to wait to import/download the bank statement again. This honestl...
3 months ago in Bank feed rules Idea Accepted - Gauging Support

Bank Feed Usage Summary

If an export of Bank Rules is created this would be useful to include in the export.
5 months ago in Bank feed rules Further Information Required

Bank feed rules for supplier payments and customer receipts

Bank feed rules. When you set them up for customer receipts or supplier payments currently they don’t post against the invoice they’re paying. I understand why but as it stands then having to go and match receipts or payment to invoices is more ti...
7 months ago in Bank feed rules Idea Accepted - Gauging Support

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...
about 2 years ago in Bank feed rules Idea Accepted - Gauging Support

Allow download of bank feed rules

No description provided
almost 3 years ago in Bank feed rules Idea Accepted - Gauging Support

Add ability to sort bank rules

We have a lot of bank rules set up and quite often need to make edits to specific ones. The list of bank rules seems to be sorted by the date they were created but this is useless when we need to find specific rules, especially if they were create...
over 2 years ago in Bank feed rules

Increase the number of rules allowed in a bank feed

We need more than 300 rules in a bank feed! Each month we get receipts from hundreds of customers, it would save so much time if they could be set up as rules to post to Sage "automatically"
over 1 year ago in Bank feed rules Idea Accepted - Gauging Support