Log in to Bank feeds

1. Choose the bank account which is enabled for Sage bank feeds. 
2. Open Cash Book  and select the bank account from the Bank Account List.
3. Move to the Online Banking tab (2024 R2 or below would be e-banking tab).
4. If prompted to re-authenticate, enter the details required for your Bank Account.

Once this is complete, you can then download your Bank feed transactions.

Using Bank feeds rules

You may have set up Bank feeds rules to automatically post transactions into Sage 200 through the Bank feeds functionality. To check if your rules are set to post automatically:

• Sage 200 Professional - Click Cash Book then click Utilities and click Bank Feeds Rules.
• Sage 200 Standard Online - Click Settings then click Cash Book/Nominal Ledger and click Bank Feeds Rules.

To edit, on each rule, select to review transaction before posting. Doing this prevents any transactions being automatically processed in Sage 200 in the future.

The next time you open your Bank Feeds Reconciliation window, you will see the Bank Feeds Approval form, and you can Reject any transactions that you have already processed in Sage 200.