Accounting Ideas

Upgrade Sage Accounting App to allow clients to re-enter banking credentials every 90 days

Where clients ask accountants to do their bookkeeping, some clients do not access Sage Accounting at all and therefore it's not easy to get clients to re-enter their credentials every 90 days to keep the banking feed active. If clients can re-enter the credentials on the Sage Accounting App in a couple of clicks without needing to log onto a desktop that will be very beneficial speeding up client response times

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  • Jun 7 2023
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