Consider the following advice to achieve the above outcome: 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 Especially for beginners, we recommend that you start reviewing and testing the Bank Feeds feature in a demo company. Therefore, configure Bank Feeds for the Sage Demo Bank account in your DEMO Evolution company (create a new demo company if not yet in existence) This is to prevent the accidental posting of downloaded demo bank statement transactions in your live Evolution company. |