Sage 200 - What steps must I take after a temporary Bank feeds service disruption?

If your bank feeds service was temporarily disrupted following an incident, to get back up and running in Sage 200, there are a few simple steps you need to take.

If your bank feeds service was temporarily disrupted following an incident, to get back up and running in Sage 200, there are a few simple steps you need to take.

Resolution

1. Log in to Bank feeds
2. Choose the bank account which is enabled for Sage bank feeds.
3. Open Cash Book  and select the bank account from the Bank Account List.
4. Move to the E-Banking tab.
5. If prompted to re-authenticate, enter the details required for your Bank Account.

CAUTION: After you authenticate your bank account you may have to wait several hours before you download new transactions for this account.

Once this is complete, you can then download your Bank feed transactions.

Using Bank feeds rules

You may have set up Bank feeds rules to automatically post transactions into Sage 200 through the Bank feeds functionality.

To check if your rules are set to post automatically:

• Sage 200 Professional - Click Cash Book then click Utilities and click Bank Feeds Rules
• Sage 200 Standard - Click Settings then click Cash Book/Nominal Ledger and click Bank Feeds Rules.

To edit, on each rule, select to review transaction before posting. Doing this prevents any transactions being automatically processed in Sage 200 in the future.

The next time you open your Bank Feeds Reconciliation window, you will see the Bank Feeds Approval form, and you can Reject any transactions that you have already processed in Sage 200.

Mark the duplicate transaction as ignored

If you don't have Bank feeds rules set up, but have downloaded the transactions into your Bank Feeds Transaction window, you can highlight the duplicate transactions and select Ignore. This will remove the transactions permanently from the list of transactions that are waiting to be matched.

Correct or reverse the duplicate transaction if created

If you've already matched and processed these transactions, please see the guidance below for your version of Sage 200 on how to unreconcile and reverse the duplicate postings:

Sage 200 Professional

• Correct a customer payment/receipt 
• Correct a supplier payment/receipt 
• Correct nominal payments/receipts 
• How to unreconcile cash book transactions 

Sage 200 Standard

• Correct a customer payment/receipt 
• Correct a supplier payment/receipt 
• Correct nominal payments/receipts 
• How to unreconcile cash book transactions