Summary
This guide explains how to check if your bank is compatible with Bank feeds in Sage 200 Standard and Sage 200 Professional if you have not already set Bank Feeds up for your Cash Book account.
Description
You can quickly check if your bank is available to connect to the Bank feeds service in just a few simple steps.
Resolution
How to check your bank account is available
- Go to Cash Book then Bank Account List.
- Highlight the Cash Book account you wish to use Bank Feeds with, and select Bank Feeds from the ribbon at the top
NOTE: If you cannot see this option in the ribbon, highlight the Cash Book account and select Amend Account. Go to the E-Banking tab and click on the Enable button to get started
- You will then be greeted with the following screen:
- Choose your Country from the dropdown menu.
NOTE: If your bank is available to use with Bank Feeds it appears either under Popular Banks, or you can locate it by selecting Other Banks and searching. If your bank doesn't appear, it is not currently available to use with Bank Feeds for your version of Sage 200.
- Once you find your bank, click Next to see if your account type is supported. If your account type is not on the list, you will not be able to use Bank Feeds.
TIP: If you need assistance with a bank feed issue, please gather the information outlined in this article before contacting our Technical Support team.