Set up Bank Feeds
Description
Cause
Resolution
  1. In the Sage Bank Feeds Welcome window enter and confirm your email.

    This email maybe used to contact you from time to time.

  2. Click the Terms and Conditions check box then click Get Started.
  3. Follow the on-screen instructions to complete the security check.
  4. From the list of banks select the required bank.

    To search for a bank, click Other Banks, enter your search then click .

  5. Click Next, then to authorise your bank to disclose your bank information to Sage, follow the on-screen instructions.

    The authorisation process differs from one bank to another, some banks may require a physical authorisation form to be sent. In these cases the authorisation can take up to ten working days to complete.

  6. Once complete, click Process then click Finish.

Once set up, you're ready to start using Bank feeds.

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