Accounting Ideas

Export unposted transactions in bank feed

As an accountancy practise, when the client hasnt provided records for certain bank transactions, we need to export the list and send it to the client. Currently we have to manually add a list to an email and it is time consuming.

I have requested this a while ago but cannot find the thread.

  • Guest
  • Oct 12 2023
  • Great Ideas Delivered
  • Oct 24, 2023

    Admin response

    Hello All,

    We are happy to tell you this has now been delivered!

    For more information please look out for the 'What's New' In-Product message which will outline what has been released and how to take advantage of this functionality.

    Kind regards

    Sage Accounting Team

  • Attach files
  • Admin
    Adrian Malpass commented
    24 Oct, 2023 01:40pm

    Hi, just to let everyone know this feature is now available. You can find an 'Export All' button in the top right of the bank transactions screen when viewing transactions from your bank. Please let us know how you find this.