Bank Feeds Rules let you automate regular transaction postings, saving time. When you match a regular transaction, you can create a rule to post future ones automatically.  

Find further help in our Banking Help Centre.

Before you start

• If you haven't already, you need to set up your bank feed
• If you use Sage 50 Accounts v27 and are using Remote Data Access, ensure you're at the main site. You can check your software version in Help then About

TIP: You can't create a bank feed rule for bank transfers or foreign bank accounts.

Select your version below for more information:

Version 30 and above

Version 29.2

Version 29.0 or below