Bank Feeds Rules let you automate regular transaction postings, saving time. When you match a regular transaction, you can create a rule to post future ones automatically.  

Find further help in our Banking Help Centre.

Before you start

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

 NOTE: You can't create a bank feeds 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.
    TIP: Once matched, the transactions will appear in the Matched tab. 
3. Select the transaction you want to create a rule for and click the Create rule link.
    
4. In Give your rule a name, enter a new name for the rule.
   
   
5. Set one or more conditions that you will use to identify future transactions to automate:

• The Reference displays against the transactions from your bank
• If the Amount can vary, don't include the amount as a condition

6. Click Add.
7. Enter the details to use when the software posts the transaction. For example, nominal code and details such as department and tax code.
8. 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, however, you can turn this off in Manage rules.

NOTE: The new rules will only apply to feeds downloaded after the rule has been created, 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

• Set up a Bank Feeds rule in Sage 50 Accounts v29 or below
• Create bank feeds rules in Sage 50 Accounts v30 and above
• Using bank feeds