How to create Bank Rules

Create Bank Rules to save more time, and reduce the risk of errors while performing bank reconciliations in Sage 50 Accounting.

1. Go to Match Bank Transactions, Match Transactions on the Banking tab.
2. Click Bank Rules and select Create Rule.
    NOTE: The option won't be available if you import the bank statement manually. Use Bank Feeds or Upload Bank Services features to create bank rules. 
3. Fill out the necessary fields to create a new bank rule.
4. Confirm or choose the transaction type, then enter a source code for the transaction.
    NOTE: You can manage your bank rules by clicking Bank Rules, Manage Bank Rules.  
   
   • If you uploaded the bank statement manually, click Upload to Bank Services on the Match transaction window.
   • Enter new bank account details or existing bank details.
5. Select the option for the file format that you’re importing, select or drag and drop the relevant bank statement file.
6. Choose the option for display of dates, enter a comment, and click upload.
   
7. Click Verify after reviewing the related transactions.
8. Review the transactions and click Import Transactions.

 NOTE: Once you've imported the transactions, set up bank rules to apply them to the currently imported transactions and or future ones. 

How do I remove a Bank Feeds connection?