Sage Bank Feeds(Banking Cloud): Error "Sorry, we are unable to process your request. Try again from your accounting application."
Description
Cause
Resolution

Depending on your browser settings you may experience the error "Sorry, we are unable to process your request. Try again from your accounting application." when connecting to your bank.

 The error will occur after selecting your bank and clicking Continue on “What’s needed to Connect."


The error occurs due to browser security settings.


Changing the following settings will resolve the issue, but we recommend assessing the impact of changing any security settings. If you feel uncomfortable changing the global settings on Edge or Safari, use Chrome and add the required site to Chrome's exception list.


Chrome

  1. On your computer, open Chrome.
  2. At the top right, click More. Settings.
  3. Under "Privacy and security" click "Cookies and other site data".
  4. Under “Sites that can always use cookies” click Add.
  5. Enter the below sites one at a time in the text box, which shows [*.]example.com.


https://[*.]sagebankingcloudnode.yodleeinteractive.com:44

[*.]eu.sagebankdrive.com

[*.]money.sage.com

  1. click Add.
  2. Close Chrome.
  3. Open Chrome and restart the process of connecting your bank.
  4. Open the Google Chrome browser.
  5. Close all other tabs.
  6. Click the 3 dots on the top right and then click ‘Settings’ as illustrated below:

    12. Type ‘Cookies' in the ‘Search bar and then click the arrow aside "Cookies and other site data":

    13. Click for ‘Sites that can always use cookies’ and then click ‘ADD’:

    14. Copy these 3 Cookies one by one in the box and tick ‘Including third-party cookies on this site’.

    15. Then click ‘Add’:


    [*.]sagebankingcloudnode.yodleeinteractive.com:443

    [*.]eu.sagebankdrive.com

    [*.]money.sage.com


    16. Close the Browser completely and then reopen.

    17. Open Sage Accounting and proceed to the banking screen to check for new transactions.

    18. If there are no new transactions, manually fetch the new transactions.

    19. Click Banking > Manage Bank Feeds > Fetch Transactions Manually, ensure you select the correct date to fetch transactions from.

    20. Click ‘Fetch’.


    Edge

    1. On your computer, open Edge.
    2. At the top right, click ... then Settings.
    3. Under “Privacy & Security Cookies" select “Don’t block cookies”.
    4. Close Edge.
    5. Open Edge and restart the process of connecting your bank.

    Safari

    1. On your computer, open Safari.
    2. Under “Safari” click “Preferences”.
    3. Under “Privacy" uncheck "Website tracking: prevent cross-site tracking" and "Cookie and website data: Block all cookies".
    4. Close Safari.
    5. Open Safari and restart the process of connecting your bank.


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