Good afternoon. Thank you for your input and for voting on this feature, which is now live. Here is the help article to get you up and running. https://help.accounting.sage.com/en-gb/accounting/banking/bank_feeds/accounting-what-are-bank-rules.html
Gutted that this is not already in the works. I was told it was. This will make a massive difference. Could not believe it when we ascertained that we could not set up a bank feed from Barclays. Even worse when told that bank rules don't apply to imported statements. With c. 1,000 customer receipts a month this is a major problem.
I was so disappointed to find that this was not already in play - quite often I get clients where I am having to go back more than 90 days on the bank feed - they don't always come to us at the beginning of the year when we can start from a fresh vantage point.
My most recent client is several years in arrears - a real 'clean up' project and their bank statements run to 15 pages in length - I thought this would be so much easier to do as I thought that the rules worked in Sage Cloud Accounting for this purpose - very disappointed to find out that rules do not work on imported bank statements.
It will make a difference in choosing which program to use with future clients.
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Good afternoon. Thank you for your input and for voting on this feature, which is now live. Here is the help article to get you up and running. https://help.accounting.sage.com/en-gb/accounting/banking/bank_feeds/accounting-what-are-bank-rules.html
From the Sage Accounting team
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Gutted that this is not already in the works. I was told it was. This will make a massive difference. Could not believe it when we ascertained that we could not set up a bank feed from Barclays. Even worse when told that bank rules don't apply to imported statements. With c. 1,000 customer receipts a month this is a major problem.
Attachments Open full size
I was so disappointed to find that this was not already in play - quite often I get clients where I am having to go back more than 90 days on the bank feed - they don't always come to us at the beginning of the year when we can start from a fresh vantage point.
My most recent client is several years in arrears - a real 'clean up' project and their bank statements run to 15 pages in length - I thought this would be so much easier to do as I thought that the rules worked in Sage Cloud Accounting for this purpose - very disappointed to find out that rules do not work on imported bank statements.
It will make a difference in choosing which program to use with future clients.
Attachments Open full size