How to Import e-Banking Transactions on sage line 50

Before you can begin to reconcile your bank transactions, you must import your bank data. The software supplied by your bank will save your bank information into a file on your PC. You must import this file, so that you can use the E Reconcile option. Note: Your banking files are not backed up as part of the Sage Line 50 backup routine. 1. From the Reconciliation window, select File from the menu bar. The File drop-down menu appears. 2. Click Import Bank Transactions. The Open window appears for the bank software that was selected in the Configure option from the Bank Details tab for the selected bank record. The window displays two panels. The left-hand panel displays the files on your PC (or on your network if applicable). The right-hand panel displays any bank statement files that are found in the selected folders in the left-hand panel. 3. In the left-hand panel, find the folder where your bank software file is saved. 4. Select the file type you want to view from the Check Type of Files drop-down list. You can select either CSV files or ‘All Files’. Note: Not all bank software saves files in a CSV format. Selecting All Files will select any bank statement files from your bank software, that is not in a CSV format. When the correct folder is opened in the left-hand panel, the right hand panel is updated with the following information: Filename, Updated and Details. 5. Select the file you want to import from the list. 6. To import the selected file information, click Open. To exit the window without importing any file information, click Close. The bank information is imported into the E Reconcile option so that you can reconcile your transactions, and the window closes. Advice On Contacting the Sage Helplines Once a SageCover member a huge knowledge base of advice, assistance and technical support becomes available to you. In order to get the best from the resources available we suggest you follow the guidelines outlined below. You must have your product serial number with you when you ring us. Only SageCover members or those users who are still within their free warranty period are entitled to technical support and you will be asked for your serial number and company name as soon as you ring. If you want to fax us your query please include the following information, Your serial number Your company name All relevant printouts and reports Any relevant error messages. A brief paragraph explaining your problem. Often the Support Advisor you originally spoke to will not be available to contact you and you should therefore includes sufficient information for another member of Sage’s support staff to resolve your query. A suitable time to contact you. A suitable method of contacting you e.g. fax, telephone or e-mail. Please ring the helpline relevant to your product. Although this may sound obvious, dialling straight through to the correct support team can save a lot of time. Due to the wide range of Sage products, our Customer Support Advisors are specialists in different fields and it is therefore essential that you contact the support team that can help you first time. Sage cannot provide support on third party add-on applications. You will need to speak to the software vendor or dealer who supplied you with the application. How to Contact Sage Customer Support Once you are a SageCover member, you can contact us on the following telephone numbers. Telephone Numbers: Single User Sage Line 50 Accounts (0191) 255 0600 Accounts Stationery Layouts and Printing (0191) 255 0600 Network Accounts (0191) 255 0602 Payroll Users (0191) 255 0601 Telemagic and Sage Contact Manager Support (0191) 255 0603 Sage Job Costing, Sage Forecasting and Sage Personnel (0191) 255 0636 Sage Training (0191) 255 0619 Dealer Sales (0191) 255 0609 Customer Care Line (0191) 255 0608 Customised Stationery (0191) 255 0627 Fax Numbers: Customer Support (0191) 255 0301 Stationery Layouts (0191) 255 3034 On-line contacts: Internet Address http://www.sage.com E-mail (general enquiries) support@sage.com E-mail (developer enquiries) dev@sage.com Stationery Layout Request Form Stationery Layout Request Form The Sage Printing and Stationery Technical Support Team can design a stationery layout to meet your own specific requirements to use with your Sage program. A charge is made for each stationery or report layout we design. For details about these charges see Stationery and Report Layout Design Charges. In order to quickly and efficiently design your layout please complete this form with as much detail as possible. Note: the stationery layout that is designed for you will not change the appearance of the data entry screen in your Sage program. It will only change the way the information is printed onto your stationery. To print this form, open the File menu and choose the Print Topic option. The form prints out on your default printer. Your details Serial No Company Name Contact Name Telephone No Program Version No Version of Microsoft Windows (i.e. Windows 98) Your stationery layout details Type of Layout (e.g. Invoice, Statement etc.) Type of Printer (e.g. Dot Matrix, Laser, Bubble Jet etc.) Make and Model Size of Stationery (e.g. A4, 8.5"x 11" etc.) Return this completed form AND a sample of your stationery to the address shown below. Important note The Printing and Stationery Team cannot start designing your stationery layout until a sample of your stationery has been received. The Printing and Stationery Technical Support Department The Sage Group plc Sage House Benton Park Road Newcastle upon Tyne NE7 7LZ Wish List Wish List If you have occasionally thought "If only..." about any aspect of your Sage program or our service - this wish list provides you with a means of letting us know. You can indicate in the box below any new features, amendments to existing features or changes to aspects of our service that you would like to see. To print this form, open the File menu and choose the Print Topic option. The form prints out on your default printer. your details Contact name Company name Address Postcode Telephone no Fax no Product name Product version no Product serial no your comments