How to set up Bank Feeds in Sage 100 Contractor

How to set up Bank Feeds in Sage 100 Contractor

Connect Sage Bank Feeds

To set up bank feed:

1. Open 1-5 Bank Reconciliation.
2. Select a bank account.
3. (Optional) Choose a statement cutoff date.
4. From the Bank Feeds menu, click Connect to Bank Feeds.

 NOTE: This option appears only after selecting a bank account. 

In the Bank Feed wizard:

1. Enter your primary email address.
2. Agree to the Terms and Conditions, then click Get Started.
3. Enter your banking credentials.
4. Select a Start date for historical transactions.
    NOTE: You can edit the Admin Email and bank info until the account becomes active. Changes can create a new Bank Account ID. 
    Once active, the Connect option disappears and Disconnect becomes available.
   
5. Click Process.
6. Click OK to close the message box.

 NOTE: Retrieving historical transactions can take minutes or days, depending on the date range and connection method.