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. 

Discover the ultimate resource you need for in-depth information on a wide range of topics. Explore this comprehensive document and gain valuable insights to enhance your knowledge and stay ahead of the curve. An invaluable asset for researchers, learners

Managing Balances & Transactions

Bank Feed Requirements (Intacct)

YourBank

MyBank

Enabling Bank Feeds (Intacct)

Santander

Welcome

Getting Started

Pre-Onboarding Checklist (NetSuite)

Installation and Set-up

Post-Onboarding Checklist (NetSuite)

Configuration

Untitled

Temp

Bill Payments (NetSuite)

Information Reporting

Features

FAQ (NetSuite)

Managing Security Tokens (NetSuite

NACHA 2021 FAQ (NetSuite)

Failed Bills (NetSuite)

Sandbox Checklist

Release Notes (NetSuite)

Entity Bank Details Release Notes

Oracle Netsuite

Pre-Onboarding Checklist (Intacct)

Post-Onboarding Checklist (Intacct)

Plugin Configuration

Bank Statements (Intacct)

Sandbox Checklist (Intacct)

Release Notes (Intacct)

FAQ (Intacct)

Troubleshooting

Sage Intacct

Bank Feeds (Sage 100)

Adding Accounts to Bank Feeds (Sage 100)

Release Notes (Sage 100)

Sage 100

Pre-Onboarding Checklist (BC365)

Installation

Post-Onboarding Checklist (BC365)

Vendor Payables

Sandbox Checklist (BC365)

FAQ (BC365)

Release Notes (BC365)

Microsoft Dynamics 365 Business Central

ACH Requirements

Payment Requirements

Contact Us

Support