Case category//How do I...//banking/reconciliation
Author:
anth.richardson@sage.com
Bank Feeds - Create Transactions
Description
Cause
Resolution
To create a transaction from a Bank feed transaction:
Locate the transaction in your list of Bank transactions in the Bank feed, and click Create.
Select the type of transaction you'd like to create from the Create transaction window and then click Create transaction.
TIP:We will automatically suggest the correct transaction type (Money in or Money out) based on the Bank feed transaction information.
Complete the relevant transaction information and click Save to finish. NOTE:In most cases, you'll just need to select the relevant Nominal Code. Once the Sage Bank transaction is created the Bank feed transaction will be matched automatically.
After matching the transaction, click the Confirmed tab to review and save the confirmed transactions.
For more information on confirming transactions, read our Confirm Matches article.