Solution Properties
Solution ID:
230901084342830
Last Modified Date:
Thu Sep 12 15:08:56 UTC 2024
Taxonomy Path:
Case category//How do I...
Author:
[email protected]
Discontinued bank feeds
Description

Here’s a simple four-step guide to disconnect a discontinued bank feed and set up a new one. Make sure you have your online bank account login details.

 NOTE: As of November 2023, we’ve transitioned to open banking technology and deactivated older bank feeds for the 

Please disconnect and reconnect your bank feed one at a time to continue importing transactions.

Cause
Resolution

Process outstanding transactions from your current bank feed

  1. From Banking find the account with the bank feed.
  2. Select the Number of Transactions in the lower left-hand corner. This will open the Incoming Bank Transactions page.
  3. Process all your transactions before disconnecting your bank feed.

Disconnect the bank feed

We recommend that you disconnect your feed at the end of a working day. Then reconnect at the beginning of the next day. This is to prevent importing duplicate transactions.

  1. From Banking, find the relevant bank account.
  2. Select Actions in the lower right-hand corner and then Disconnect Bank.

Reconnect your bank feed

  1. Select Actions, and Connect to bank.
  2. Find your bank account and choose the (Connection powered by Sage) option.
  3. Select Accept and Continue and follow the steps to connect your bank.
    Select one account, and that it's the correct account relating to the Sage bank account. 
  4. Enter the date you want to import transactions from.
    To prevent importing duplicates, we recommend choosing the day after you disconnected your bank feed.

Once connected, your transactions will continue to import as before.

Reassign your bank rules

You can now reassign your bank rules to your reconnected bank feed.

  1. From Banking, select Manage bank rules.
  2. Select All bank accounts from the drop-down above the rules.
    We rename the rules for the disconnected bank with the bank account and set them to Inactive.
  3. Select the rules you want to keep.
  4. Select Reassign from the action toolbar.
  5. Choose your reconnected bank account from the Destination Bank Account drop-down list. Then select Reassign rules.

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