Managing Bank feeds rules
Description

Managing your bank feeds rules is a simple and intuitive process in v30 and above, with an all-new UI and enhanced functionality. 

Cause
Resolution

To manage your bank rules:

  1. Click Bank Feeds.
  2. Click Open on the bank feed you want to look at.
  3. Click the Manage rules button:

Once the manage rules window opens, you have several options:


View/Edit rule

Click to select the rule you want to view or edit, you can then view or make changes as needed.
 NOTE: You can't change a rule name once saved. 


Delete rule

Click to select the rule you want to delete, then click Delete rule.

 NOTE: It's not possible to recover deleted rules. If you delete one by mistake, you'll have to re-create it.


Auto post 

You can quickly change the auto posting settings for your bank rules, just tick or untick the Auto post option and your rule updates automatically.

 NOTE: This setting takes effect the next time it's triggered and won't affect transactions that are matched with a rule.  


Automatic rule retention

 NOTE: This only applies to Sage 50 Accounts v30.1 or above. Not using the latest version? Upgrade here > 

When using bank rules, they're automatically restored if you re-connect your bank feed. In previous versions your bank rules were deleted if you disconnected your feed. 

You don't need to do anything, just connect your Bank feed and they'll be right where you left them. 

Steps to duplicate
Related Solutions