Bank Feeds, Bank Manager: Setting up Bank Feeds in Sage 200 Evolution
Description

This artile disusses the procedure on setting up the Bank Feeds feature to access and download bank statements.

Cause


 

 

 

Resolution

Consider the following advice  to achieve the above outcome:

A. Prerequisites when setting up Bank Feeds:

Five important prerequisites should be adhered to when setting up the Bank Feeds feature.

Open this link for a detailed article that explains further.


B. Produt Video Presentation

To access a detailed video presentation on the Bank Feeds module, open this link


C. Sage Community Hub Blog Article 

Open this link for a detailed article on the Sage Community Hub.


D. Setting up Bank Feeds to access and download Bank Statements from the Sage Demo Bank 

Open this link for a detailed article on the above topic.


E. Setting up Bank Feeds to access and download Bank Statements from your specific bank account 

1. In the article opened in D. above, you may notice the following screen. 

If relevant, you can directly select any of the major banks listed below and continue with the rest of the setup screens that will follow.

 

2. Else, if the specific bank you're looking for is not listed above, select the Other Banks option and search for your bank. When selected, continue with the rest of the setup steps that will follow.

 


Also, note the following:

The specific banks listed in Steps 1 and 2 above are only available in Evolution companies created with the South Africa Country option. 

You will notice country-specific banks when working in an Evolution company that was created with another Country option.

For instance, if you're working in an Australian company, you should observe these banks (and other Australian relevant banks on the Other Banks option):

 


 

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