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Introduction to bank feeds

Created on  | Last modified on 

Summary

How to use bank feeds in Sage Accounting.

Resolution

What are bank feeds?

A bank feed is a secure connection between your bank account and Sage Accounting.

Once connected, Sage Accounting imports transactions from your bank account. Once imported you can decide whether to create a new payment or receipt, match a payment or receipt you've entered, or pay an invoice.

To save you even more time, you can set up rules for common transactions such as your direct debits.

Sage checks for new transactions daily. These are then displayed the day after they appear in your bank account. Once uploaded, you can apply bank rules and remove duplicates before they're imported.


Help with bank feeds

 TIP: For details of current bank feed disruptions check the bank feed status page (opens in new tab)

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