Hi Neil,

Thanks for using Sage City.

We had a similar question about this recently, see Ian C's reply in this thread that includes a short video >

Hope that helps.

Regards

Andy
Sage UKI

Hi Andy,

Unfortunately this is slightly different. This uses multiple bank transactions to create a single transaction in Sage. We have all the transactions already on both sides. We just need to match multiple Sage transactions to a single bank transactions and want to do this with one drag a drop rather than multiple.

Thanks,

Hi NeilC 

Yes, this still works the same way as old bank feeds.

Select your Bank card on the left and then select the Sage cards on the right. As long as the "selected difference" (Previously called matched difference) equals 0.00 you can click "match selection" (Previously called matched)

Here's a video showing on how to do this >>

Ian

Thank you Ian.

So, in order for it to work we need to match sure it 100% matches to able to do this, is that correct? So, if there is, for example, a 1p rounding difference we would need to enter that first beforehand?

Thanks,

If there is a 1p difference on the Sage side, click "Create transaction" on the top link and it'll post just a 1p transaction, "matched selection" will then become available with all the cards remaining selected.

"Match selection" would be disabled until it's 0.00, this is the same behavior as "match" on old feeds.