How to set up Sage 300 Bank Feeds

1. In Sage 300 Desktop go to Common Services, Bank Services, Bank Transactions, and select Reconcile E-Statements.
2. In the Bank Code field, enter the code for the bank you are connecting to a Bank Feed.
3. Select Connect Bank Feed.
4. If this is the first Bank Feed connected in Sage 300, you will need to enter an Email address.
   • NOTE: Take care when choosing and entering this email address. You enter it only once, and to change it you must contact Sage Support. It is for your whole Sage 300 system (if you have multiple companies, this single email address is used for them all), and will be used to communicate information in certain scenarios (i.e. reactivating a deactivated bank, etc.)
5. Agree to the Terms and Conditions and click Get Started.
6. Select your bank from the list of Popular Banks, or by searching, and click Next.
7. Click Sign in to enter your banking credentials and select the account.
8. Choose a Start date for your historical transactions, click Process, and then click Finish.

Establishing the connection between Sage 300 and your bank may take some time, so you may not immediately be able to download transactions from the bank feed.

Once you have connected a bank feed, you can get transactions from the bank feed in either the Sage 300 desktop or in the Sage 300cloud web screens.

Note: The Sage Bank Feeds feature is available to Sage 300cloud customers, starting in Sage 300 version 2020.2.