i only ever use Sage once every 3 months, and i always forget how to simply look at a list of past payments
i know it is a simple task
thanks
Hi Peter,
Thanks for using Community Hub.
If you want to view transactions you've posted, you can do this in Banking > select the bank account you want to look at > enter the required date range.
If this helps, please click Verify Answer.
Regards,
Andy
Sage UKI
Hi Peter,
Thanks for using Community Hub.
If you want to view transactions you've posted, you can do this in Banking > select the bank account you want to look at > enter the required date range.
If this helps, please click Verify Answer.
Regards,
Andy
Sage UKI
thank you very much for your reply ........ i did as you said and put in the dates 1/7/24 - 1/10/24, and so expected to see the entire list of paymnts, but only got 2, both dated on the 1/7/24 ... so i do not understand why i am not seeing them all
Hi Peter, thanks for coming back. The bank activity shows a list of processed payments for that bank account. If transactions are missing they may be waiting to be matched or created in your bank feed? 'Pending' transactions are not visible.
i have to admit i was enquiring about a quarter i have yet to process, i jumped 3 months earlier and got what i was looking for, many thanks for your help .... and how stupid of me
No problem Peter, pleased to help with that :-)
*Community Hub is the new name for Sage City