Set up Sage bank feeds

This might be because:

• You don't have user access to amend the cash book account. See User access for Sage bank feeds.

• If you are creating a new bank account, you will not see these options until you first Save and Close the account. Once you have closed the account, open it again by amending the account, and you will now see the option to enable Sage bank feeds on the E-Banking tab.

If the Enable option is disabled, this might be because Supplier Payments is already enabled for this account. You can only use one of these services with a cash book bank account.

After sending your completed form to your bank, you may need to wait a few days for the bank to process your request.

Once your bank has authorised your request, the status will change from Pending to Active and you can start using Sage bank feeds to download transactions.

If bank feeds has stopped working, first check our Service Status (opens in a new tab) to see if there is a problem with the service.

If you can't you can't get bank feeds working again, you might need to refresh your signature key. This will reset the link between your Sage 200 company and the bank feeds Sage service. See Cash Book Settings.

If you want to change the email address that you used to enable bank feeds for this account, please contact our support team.

This email address is used if you need to refresh your signature key for bank feeds.

From Sage 200 Professional version 2024 R2 onwards, the bank feeds and Invoice Payments services will use the same contact email address.

You may experience problems setting up bank feeds if your firewall is blocking access our servers.

When you try to enable bank feeds, you may see this message:

• "An unexpected error occurred setting up your account in Sage Bank Feeds. Please try again later."

To resolve this, we recommend that you set up your firewall to allow access to these URLs using HTTPS:

• www.sagetokenservice.com (client and server)

• eu.sagebankdrive.com (client and server)

When you set up bank feeds for particular banks, you will be asked to provide the sign in details for your bank account. These details will expire after a period of time, and you will be asked to Authenticate your account by entering your sign in details again.

To authenticate your bank account:

1. Choose the bank account which is enabled for bank feeds.

   Open Cash Book > Cash Book Accounts > Amend Bank Account Details, or select the account from the Bank Account List.

2. Move to the E-Banking tab.

3. Select Authenticate.

   Note: This is only available if your bank account requires authentication.

4. Enter the details required for your bank account.

1. Choose the bank account which is enabled for bank feeds.

   Open Cash Book > Cash Book Accounts > Amend Bank Account Details, or select the account from the Bank Account List and click Amend Account.

2. Move to the E-Banking tab.

3. In the Sage Bank Feeds section, select Disable.

   The bank account status will change to Disabled.

Your bank feeds account will be cancelled automatically if it is inactive, and the bank or aggregator will be informed to stop sending data to Sage.

• Bank feeds accounts which have been in a Pending state for 6 months will be automatically cancelled.

  Your account would be Pending if transactions have not yet been received from the bank. This may happen if you do not complete the authorisation process with the bank, or your application was rejected by the bank.

• Active bank feeds accounts with no new transactions for 12 months will be automatically cancelled.

  This may happen if you:

  • Do not download transactions for 12 months.

  • Have cancelled your bank feed directly with the bank (without informing Sage).

  • Have cancelled your Sage subscription.

Note: You will not receive any notification if your account is cancelled due to inactivity, but it will be possible to reconnect your account again if required.