Bank Feeds in the V29.2 Release
Major improvements have been made to the bank feeds feature with a new interface, making it easier and faster to manage your bank accounts.
Download from you bank
Download transactions as often as every 15 minutes.
Sage will always try to automatically match your bank feed transactions.
To be matched
If a downloaded transaction is not yet posted you can create it. Either drag n drop or select each transaction and click Match Selection.
If the transaction doesn't already exist in Sage, you can click Create to make a new transaction in Sage for the selected bank transaction. Select the type of transaction you need to create, then click Create transaction. You'll then be taken to the right banking area to record the transaction.
Confirming your matches removes them from the bank feed and flags the transactions as matched.