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Reauthorise a bank feed

Created on  | Last modified on 

Summary

In Sage Sole Trader, you must reauthorise your bank feed every 90 days. This keeps your connection secure and ensures continued access to your banking data.

Description

After 90 days, your bank feed connection expires. Your bank requires you to re-enter your online banking credentials. 

Resolution

  1. From Banking, find the bank account that shows the reauthorisation message.
  2. Select Actions, then Reauthorise connection.

    TIP:

    If nothing pops up when you select Reauthorise connection, make sure you've allowed pop-ups in your web browser.

     
  3. Follow the prompts to enter your online banking credentials and authorise the connection.

    NOTE:

    It can take up to 72 hours for transactions to start pulling through once you've reconnected.

If you can't reauthorise your bank:

  • Check you can log into your bank account
  • Check our bank feed status page: sage.com/status
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