With Bank Feeds Rules it's easy to automate your regular bank transaction postings, reducing the time you spend processing. As you match transactions in Bank feeds, if you match a transaction that you know occurs regularly, you can quickly create a rule to post future ones automatically.  Simple. 

Before you start

If you haven't already, you need to Set up your bank feed.

TIP: You cannot create a bank feed rule for foreign bank accounts.

Set up a Bank Feeds rule

1. Open the Bank feeds window and download transactions.
2. Match the bank feed transaction(s) with the relevant Sage transactions.
3. Navigate to the Confirmed tab, and select the transaction you want to create a rule for.
4. Click the Create rule link
    
5. In Give your rule a name, enter a new name for the rule.
   
   
6. Set one or more conditions that will be used to identify future transactions to automate:

• The Reference is shown against the transactions from your bank
• If the Amount can vary, don't include the amount as a condition
   TIP: You can use any of the conditions listed, just tick the one(s) you want to use. 

6. In the Transaction details section, you can specify the information you want on the transaction that is posted from the rule.
7. In the Auto posting section, choose if you want to review transactions before they're posted, or if they'll be automatically posted without approval.
    NOTE: You can change this option later if required. The Rule approvals tab in the bank feed will appear when approvals are needed, or if using auto posting the transactions will appear on your next bank reconciliation automatically.  

You've now set up a Bank feeds rule.

NOTE: New rules will only apply to feeds downloaded after the rule has been created, they are not retrospective. 

Approving transactions