Processing bank feeds
Description

When transactions appear in your bank feed, you can process them using the Create, Match, or Transfer buttons.

Use:

  • Match to link a transaction to an existing invoice, payment, receipt, or credit note
  • Create to add a new transaction if no match exists
  • Transfer to move money between bank accounts

This adds the transactions from your bank feed to your Sage bank, which saves you from manually creating them. 

For detailed steps, read our articles:

[BCB:299:UKI - Personal content block - Dane:ECB] [BCB:306:UKI - Search override - Accounting UK / IE:ECB] [BCB:276:UKI - hide back button:ECB]