Setting up bank rules can take a significant period of time depending on the business. It would be nice to be able to export rules to CSV in case the feed is disconnected or to be able to import them into other bank accounts
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/importing-bank-statement.html?tocpath=Banking%20and%20bank%20feeds%7CBank%20reconciliation%7C_____3
From the Sage Accounting team
Yes this would be a great solution as bank feeds, sometimes need reconnecting, which as a consequence removes bank rules.
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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/importing-bank-statement.html?tocpath=Banking%20and%20bank%20feeds%7CBank%20reconciliation%7C_____3
From the Sage Accounting team
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Yes this would be a great solution as bank feeds, sometimes need reconnecting, which as a consequence removes bank rules.
Attachments Open full size