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Sage 200 - How do I enter and reconcile bank transactions if my bank feed is unavailable?

Created on  | Last modified on 

Summary

If your bank feed is temporarily unavailable, if possible we recommend you wait and import your bank transactions once your bank feed is available again. Alternatively, there are other ways you can enter your bank transactions in the meantime.

Resolution

Manually enter bank transactions

Until a bank feed becomes available, where you are using bank feeds rules, you will need to enter your transactions manually. It's easy to do and you can enter multiple transactions at the same time.

TIP: You can find out more in the help files published for your product by pressing F1

This would include the following types of transactions;

  • Process bank transactions (payment, receipt or interbank transfers)
  • Process customer receipts
  • Process supplier payments
  • Allocate customer transactions
  • Allocate supplier transactions


Reconcile bank transactions

Once you've entered all your bank transactions for a period, to reconcile the transactions we recommend printing your bank statement from your online banking and then matching the transactions using the Reconcile option within Cash Book.

For Sage 200 Standard Read more >

For Sage 200 Pro Read more >

NOTE: For considerations when your bank feed is available click here