Use Bank Rules to create transactions in bulk

7 months ago

New – Use bank rules to create transactions in bulk with Sage Business Cloud Accounting. Plus, coming soon – get paid faster

Bank Rules are a great way to save time. To get ahead of your admin, you can create regular bank statement lines for items that you haven’t yet generated in Accounting. They only take a few minutes to set up and means that within weeks you’ll start seeing all your regular transactions quickly reconciled with no further effort on your part.

Creating rules in bulk

We’re pleased to announce you can now create rules in bulk. With our Create All feature you can filter your feed to see only transactions with the rules you’ve applied.

After reviewing these transactions, you can create all of them in one simple action using the Create All button. Each individual transaction with a rule applied to it will be created in Accounting in two clicks.

How to ‘Create All

Go to Incoming Bank Transactions, tap ‘Rules’ and then ‘New Rule’.

Complete the required information for your new rule, for example a receipt or for a payment.

Go back into the Incoming Bank Transactions screen and ‘Apply rules to pending transactions’.

Note: You are able to ‘Review these transactions’ should you want to check through all transactions with rules that apply.

When happy, hit ‘Create All’ and confirm.

Good to know: when transactions are being created you can navigate away from the Incoming Bank Transactions screen.

Coming soon – Get paid faster 

Ever wondered whether your customer has received your invoice? Or whether they’ve then read the email? If so, there’s good news! 

We’re building an improvement to Accounting to give you visibility of your sales invoices, sales credit notes, estimates and quotes. Created, sent, viewed or paid – you’ll know where it’s up to and helping you to get paid faster. 

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