In order to enable Sage Bank Feeds, the subscription to Sage Cloud Services must be enabled, and users need to have selected permissions. Follow the steps below if there is no “Banking Cloud” tab available to enable bank feeds.

Step 1: Confirm ISO Country Codes are Enabled

If they are not, select the toggle to enable Sage Cloud Services.

After enabling Sage Cloud Services, confirm that in the configurations, the 

Step 3: Confirm Users Have Correct Permissions

To connect a bank account to bank feeds, you need the following permissions: 

If you want to find more information about this process, visit the Sage Website: 

Once the account has been connected, the user who has the permissions to perform the reconciliation will be able to see the transactions coming in. There is no special permission needed to see the FISPAN transactions. 

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Managing Balances & Transactions (Intacct)

Bank Feed Requirements (Intacct)

YourBank

MyBank

Enabling Bank Feeds (Intacct)

First Republic

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Vendor Bank Details

Temp

Vendor Payables

Information Reporting

Account Transfers (NetSuite)

Positive Pay (NetSuite)

Remittance Advice (NetSuite)

Features

FAQ (NetSuite)

NACHA 2021 FAQ

Failed Bills

Managing Security Tokens (NetSuite)

Troubleshooting

Sandbox Checklist (NetSuite)

Release Notes (NetSuite)

Entity Bank Detail Release Notes

Release Notes

Netsuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Bank Statements (Intacct)

Fund Transfers (Intacct)

Positive Pay (Intacct)

Remittance Advice (Intacct)

FAQ (Intacct)

Sandbox Testing (Intacct)

Release Notes (Intacct)

Intacct

Pre-Onboarding Checklist (QBO)

Installation & Set-up

Post-Onboarding Checklist (QBO)

Setting Up Multi-Factor Authentication (QBO)

Reauthentication (QBO)

Payments

Account Transfers (QBO)

Remittance Advice

FAQ (QBO)

Release Notes (QBO)

Xero

Pre-Onboarding Checklist (Xero)

Post-Onboarding Checklist (Xero)

Setting Up Multi-Factor Authentication (Xero)

Reauthentication (Xero)

Account Transfers (Xero)

FAQ (Xero)

Release Notes (Xero)

QuickBooks Online

Approval App

Account Transfers Requirements

ACH Requirements

Check Requirements

FedWire Requirements

International Wire Requirements

Cutoff Times

Payment Requirements

Term Glossary

FISPAN First Republic Support

Support