Set up a Bank Feeds rule in Sage 50 Accounts v29 or below

Open the Bank feeds window and download transactions.
Select the transaction you want to create a rule for and either Match or Create a transaction.
Select the transaction in Matched transactions then click Create rule.
TIP: To skip approving each transaction manually, clear the Review transactions before approving checkbox in the bottom-left of the window.
In Give your rule a name, enter a new name for the rule.
Set one or more conditions that to use 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

Click Add.
Enter the details to use when the system posts the transaction. For example, the nominal code and details such, as department and tax code.
Click Add, click Save Rule, then click OK.

You've now set up a Bank feeds rule. By default you'll need to approve the automated transactions. You can turn this off in Manage rules, if required.

NOTE: The new rules will only apply to feeds downloaded after you create the rule. They aren't retrospective.

CAUTION: If you need to disconnect and reconnect Bank Feeds, all rules are lost and you'll need to re-create them.

Approving transactions

If you have Bank feed transactions that you need to approve, when you open Sage 50 Accounts you're prompted to approve them.

To do this straight away, click Yes. Alternatively you can click No and review them later in Bank accounts by clicking Bank feeds approval.

If you want to, enter a Date range to filter the transactions.
Select the transactions you want to approve, then click Approve.
To reject any transactions, select the transactions then click Reject.
Click OK.

Approved transactions will appear in the Transactions in Sage pane in Bank Feeds and the system posts these to the audit trail.

Rejected transactions are returned to the transaction pane in Bank feeds and be removed from the approval screen.

Manage rules

Go to Bank accounts then select the relevant bank account.
Click Bank feeds then click Manage rules.
Choose one of the following options:
- View - to show more details about a rule
- Edit - change the rule
- Delete - to delete the rule
If you don't want to review transactions posted using this rule, clear the Review transaction before posting checkbox.
Click Close.

Before you start

Set up a Bank Feeds rule

Approving transactions

Manage rules