Summary
How to check for new banking transactions using Sage bank feeds and what to do if they aren't working in Sage Accounting.
Resolution
Checking for new transactions
- Go to Banking then Transactions.
- Click Banking.
- Select the bank account and check the New Transactions tab.
- You’ll see all the newly imported transactions
New Transactions aren't downloading
- Re-authenticate your bank account details every 90 days.
- For details steps, view the article Reauthorisation of bank account credentials.
- Check if you’re able to log in to your internet banking.
- If you can, check that the transactions aren't in a pending state
- If you can't, call your bank to enquire if the issue is with their website
- Check your synchronisation.
Checking your synchronisation setup
- Go to Banking then Transactions.
- Click Manage Bank Feeds.
- Under Refresh Bank Feeds, check if you set the feeds to manual or automatic.
- Manual will require you to refresh yourself once logged in
- Automatic will refresh the feeds on login