Apply the following steps to achieve the above outcome:
Phase 1: Preparation First, ensure the following components are in place before continuing with the setup. A. Registered Evolution Package: Valid Customer Number Your Evolution company must be registered and a valid and active Customer Number must be displayed on the Help | About screen 
B. Unique E-mail address per Evolution Company You may have different Evolution companies where Bank Feeds are used. However, when setting up bank Feeds, ensure you use a unique and valid E-mail address per individual Evolution company on the following screen. 
C. Unique GL Account Codes used for relevant Bank Accounts You may have different Evolution companies where Bank Feeds are used, all linked to the same SageCommon database. In this case, always ensure each Bank Account is based on a unique GL Account Number (Account Code) across all companies. For instance, GL Account code 3000-200 is used as a bank account in Evolution company ABC and is configured for Bank Feeds. Therefore, you cannot also use 3000-200 in any other company as a Bank Account with Bank Feeds. D. Bank Manager registered The Bank Statement Manager module should be registered in your Evolution package. As a result, Bank Manager 2 should be listed on the Help | About screen, as seen below. 
E. Demo Company Configure Bank Feeds for the Sage Demo Bank account in a DEMO Evolution company. This is to prevent the accidental posting of downloaded demo bank statement transactions in your live Evolution company. When satisfied and confident in how it works, you can then apply the same set up and importing steps in your live company.
Also, note the following: The above-discussed preparation steps (except for E.) are also required when setting up Bank Feeds for one of your live bank accounts. Phase 2: Configuring Bank Feeds for the Sage Demo Bank Account 1. Go to General Ledger | Maintenance | Accounts. 2. Click the Add button on the top of the grid and create a new GL account. 3. Capture the new Account Code and Description values. Ensure it’s linked to the Account Type: Cash and Cash Equivalents. 
4. When done, click the OK button at the bottom of the screen to save it. 5. Re-open the same account and go to the Bank tab | Maintain Bank Feeds. 
6. Click the Setup Bank Account button. 
7. Enter and confirm your e-mail address. Then click the Get Started button. 
8. Click the Security check | I'm not a robot option box below. 
9. Click the OK button. 
10. Notice the primary South African banks displayed below. If you need to configure Bank Feeds for one of these banks, for your live (not demo) bank account, you can select the relevant bank and respond to the rest of the following prompts. If your specific bank is not listed below, or for setting up the Sage Demo Bank account, click the Try searching for your bank link below. 
Also, note the following: These banks are listed due to working in an Evolution company that was created using the South Africa country option, when the company was created. 
11. Select the Sage Demo Bank option below. Also, note the list of other banks that are not displayed above. This allows you to select the relevant bank for setting up Bank Feeds for one or more of your live banks. 
12. Click the Next button below. 
13. Click the Sign in button. 
14. Click the Continue button below. 
15. Select the option marked below. 
16. Select the Start Date for which sample (dummy) transactions should be downloaded to the Evolution company, and click Process. 
17. Click the Finish button below. 
18. Click OK on the message prompt below. 
19. Notice the values now entered below as a result of applying the above steps.  20. You don’t have to complete any of the fields marked below. However, click the OK button when the setup has been completed. 
Phase 3: Create a new Cashbook Batch 1. Go to General Ledger | Transactions | Cashbooks and create a new cashbook batch. 2. On the Integration tab, select the GL Account as configured in the above steps. 
Phase 4: Importing Bank Statements using Bank Feeds 1. Open the above-created cashbook batch. 2. Click the Bank Manager button. 
3. Click the Continue button below. 
4. Notice the downloaded transactions below. Click the Submit button. 
5. Finally, notice the transactions as imported into the Cashbook batch, as expected. 
|