Connecting Bank Feeds

Bank feeds enable you to download transactions from your bank with the click of a button, and then automatically match those transactions to transactions in Sage 300. This makes bank reconciliation faster and easier, as well as more reliable because it prevents errors that could be created when manually entering transactions.

To connect a bank feed, you use the Reconcile E-Statements screen in the Sage 300 desktop. For more information, see the Sage 300 desktop help.

Once you have connected a bank feed, you can get transactions from the bank feed in either the Sage 300 desktop or in Sage 300cloud web screens. For details about downloading and reconciling transactions in web screens, see Reconciling E-Statements.