How to Set up Bank Feeds in Sage 100
Summary
This feature is available for customers on subscription support plans only (Sage 100 “C”). Bank Feeds is not included or available with any Not-For-Resale (NFR) licenses such as those included in Certified Partner or Sage Accountants Network (SAN) keys.
Resolution
Initial Setup Steps:
- Go to Library Master, Setup, System Configuration, Registration tab. Ensure correct Zip Code is entered in the Zip/Postal Code field.
- Go to Bank Reconciliation, Main, Bank Code Maintenance,
- Select the Bank Code desired for integration with Bank Feeds.
- Click the More button in the upper right and select Connect Bank Feeds.
- A new web-integrated window should open with the initial Bank Feeds setup steps. Select the desired bank from Popular Banks or switch to ‘other banks’ to search.
- Select your Bank and click Next.
- Enter your bank’s regular online user/password.
- Follow the prompts to enter your banks information.
NOTE: Only 1 bank feeds email is allowed per Sage 100c installation.
Additional Required Settings:
- Internet Explorer 11 is a required component for Bank Feeds integration. Install if necessary.
- Adjust Internet Explorer trusted sites to add the URLs https://www.sagebankdrive.com and https://www.sagetokenservice.com.
- Work with IT support staff to ensure that the sites listed below are allowed through the firewall without interference.
- If your server has Enhanced Security Configuration enabled for Microsoft Internet Explorer, this should be disabled (from Local Server settings in the Windows Server Manager).