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Help with Sage50c please!

Bank feeds, Autoentry - will they save me time?

I've got a prospect who uses Sage (won't want to move to Xero, sadly) and who doesn't currently use bank feeds. He's got 7 bank accounts. I've just read that bank feeds only work for v 22 onwards. I've never used them in Sage due to some doubts about whether/how they work. If I do the data input on my machine I presume I'd have to know the client's login details to get the feeds going - is that correct? The idea would be that I would send him backups to restore after I'd done the work (He doesn't use Sage during the month). Or could I import a bank feed from a csv file instead?

I'm also about to have a go with Autoentry using a very old backup of my own accounts to how much time that might save me.

Could one of you Sage guru's comment on what I'm trying to do please? (I'm a bit out of touch these days.)
 

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12th Feb 2019 13:40

Hi, Moonbeem,

Thank you for your post.

My name is Jeff, I am a manager at sage and I work closely with new/existing customers ensuring they are on the right product.

We would really like the opportunity, to assist you with the query you have, and I feel it would be best, to give us a quick call (as replying back and too, may involve some technical response and possibly get confusing)

One of our Product Experts will answer all relevant queries, and suggest the appropriate solutions/training/costs.

Give us a call on 0191 294 3000 ext 68963 and we will help put your mind at ease.

Thanks

Jeff

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12th Feb 2019 13:47

jeff-AT-sage wrote:

I work closely with new/existing customers ensuring they are on the right product.

So you recommend Xero or Quickbooks instead? Remarkably honest of you.

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12th Feb 2019 13:59

Why do I automatically think this is going to cost Moonbeam some of her hard earned cash?

Would be more helpful Jeff if you can answer the Q online as it might help other sage users!

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12th Feb 2019 17:21

Hi Jeff - I pay a fortune for Sage and sagecover each year. When I called Sage on the usual premium rate 0845 number this morning around 10.00 am I got the message that if I left my number I'd get a call back. Of course I didn't get a call back and even if I had, it might have been one of your trainees with no knowledge of what they were talking about. So I didn't get my money's worth.
As I'm not going to get through to your helpline unless I wait around 45 minutes I thought I'd rather wait for someone on here to answer my query. We don't have many resident Sage experts left, but I'm sure someone will pop up in the next day or so.

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to Moonbeam
14th Feb 2019 20:55

The phone staff are too busy stalking people on AWEB to answer the phone

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By johnt27
12th Feb 2019 23:32

Hi Moonbeam,

The bank feeds do work in Sage 50c - Lloyds bank is best (think Direct Feed in Xero) and one of the apparent delays for not getting feeds into other products. The bank feeds in Sage don't work in the simplistic way that Xero/QBO handle them, however, on balance it would definitely be a time saver.

I'm going to assume that if your client has 7 bank accounts they are going to be caught by MTD? If so, they're going to have to upgrade to the latest version. Versions of Sage since 22 onwards (I think) support something called Sage Drive, which provides accountants a way to access a clients Sage data remotely. This needs to be set up on premise but again would take some of the pain away in terms of transferring backups and doesn't use up one of the client's user licences.

I haven't used AutoEntry with Sage, but I have used ReceiptBank. Again, it will save time but the integration and flexibility you'll experience using Xero/QBO won't be reflected with Sage.

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to johnt27
13th Feb 2019 10:21

Hi John - thank you for your help. I agree prospect will almost certainly be on a lower level version of Sage and will have to upgrade to the latest one for MTD. That might be how I persuade them to move to Xero (moving to Xero was a much cheaper option for another client recently.)
Assuming I can't budge them from Sage, I'm just trying to set up Autoentry for Sage and it's as difficult as you would expect. I'll persevere until lunchtime then I'll just abandon the idea if I can't make it work reasonably easily and quickly.

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to johnt27
13th Feb 2019 11:07

johnt27 wrote:

I'm going to assume that if your client has 7 bank accounts they are going to be caught by MTD? If so, they're going to have to upgrade to the latest version.

And this is the myth that Sage and other software companies like to propogate. Do your VAT return in Sage as normal then export it it to a CSV file and use bridging software to submit the return.

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By johnt27
to legerman
14th Feb 2019 20:25

A poor choice of words granted. You are, of course, correct that bridging software would suffice.

An upgrade to a newer version or switch to cloud would bring the benefit of bank feeds though.

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14th Feb 2019 13:31

Hi All - here's my latest news on Sage Line50 and Autoentry. Although I could synch with the Line50 company while on Autoentry I could not "publish" anything to Sage from Autoentry.
My IT people have told me because my data is all in the cloud, that's a bridge too far for Autoentry.
I suppose I could run Sage on my machine instead, but after all this phaff, I can't be arksed (as they say).
I'll just bash in stuff fast. At least paying off batches of supplier invoices will be fast on Sage.

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By johnt27
to Moonbeam
14th Feb 2019 20:29

Possibly try with RB?

Isn't it ironic that Sage's cloud fails to connect, but this is no doubt because it is actually hybrid cloud, which is essentially the same as saving a backup in Dropbox or similar. It's the worst of both worlds

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14th Feb 2019 21:01

Moonbeam can you not scan your bank statements into Autoentry then upload the output into Sage

Also what happened to Jeff fron Sage

I wouldn’t bother with Sage Drive it’s called that as it’s quicker to drive to your clients and pick up the backup than use it

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15th Feb 2019 08:26

Because of being on a cloud platform myself, Autoentry's never going to work with Sage50 on there in any case, so I've given up from that point of view. It was really the supplier invoices I was most concerned about.
Sorry Glenn I realise you're talking up uploading bank stuff via csv files to Sage or something similar. It's worth a thought.
However, having found out that prospect's version number is less than v25 and software type too low a level for MTD, it will be a fair cost for them to upgrade I suspect. So we may see them take a bit more interest in Xero as a result.

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