Bank Feeds

SUGGESTED

I use SAGE 50 Accounts but my client does not. I do not have access to their bank. Is there anyway I can send the client a link so they can authorise the bank feeds?

Thanks

Sarah

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    SUGGESTED

    Hi Sarah,

    Thanks for using Sage City.

    Had your client been using Sage 50, all they would have needed to do was set it up on their PC, and then give you access to the data via Remote Data Access.

    However, as they don't, the the only way to access bank feeds, is for the client to be with you when you set it up in the software > enter their banking details and login details for their bank to authorise.

    There is no additional authorisation link. 

    If this has helped, then please click Verify Answer.

    Regards,
    Mark
    Sage UKI