Sage Bank Feeds are changing 4th and 30th Nov 2023

Sage Bank Feeds are changing 4th and 30th Nov 2023

Didn't find your answer?

I have a few clients that are 35 to 50 miles away and currently, after signing a form for Sage a few years ago, an authentication email would come from Sage which I passed to the client who clicked a link to agree, which in turn generated a code we received to input into Bank Feeds to set the automatic feed dowloads perpetually.  Things have run smoothly ever since.  (None of the clients have or use Sage themselves, in particular most of them are not computer literate and rely on us to process everything for them).

I have noticed that Sage are shutting down this old type of  bank feed.  (According to their help page: HSBC by 4th Nov, and RBS, Lloyds, Natwest etc on 30th Nov).  The information I have gleaned is that the client would have to come to our office to authenticate the bank feeds using their own online log ins for their bank, for bank feeds to continue to run under the new style system.

Does anyone know if this would this mean the client has to come here every so many months or is it a one off?

The suggestion I have had from Sage, regarding the clients who are too far away and unable to come to me, is that I obtain their online banking information to input myself.  I am surprised at this unethical suggestion, as there is no way I would take personal banking log in information from anyone.

The only thing I can think of are CSV downloads.  However, I really don't want to go down the route of the client having to download CSV files for me to upload into the software, as to them this is a mither, is time consuming and is unlikely to be provided as and when we need the information).

Does anyone know of a resovle to this issue? 

 

Replies (13)

Please login or register to join the discussion.

Danny Kent
By Viciuno
30th Oct 2023 12:11

Can clients be set up with a login so they can go in and refresh the feed themselves? You could talk them through it via a phonecall/zoom. Agree with your stance RE bank login details - we also do not take these under any circumstances.

Xero (or the banks, I don't know which) have changed over to the perpetual bank feeds, where you just press refresh every few months to confirm you wish the feed to continue. Waste of time, but at least we don't need to keep on asking people to reconnect every few months! I would assume Sage would do the same?

Thanks (1)
Replying to Viciuno:
avatar
By Carolynne
30th Oct 2023 13:08

Thanks for getting in touch over this. The clients don't have access to Sage so can't refresh it themselves at their end, and would need to therefore drive to us, which isn't going to happen.

I think they might be moving over to Xero if there is no resolve to this. Are they not cutting off their nose to spite their face on this one perhaps?

Thanks (1)
John Toon
By John Toon
31st Oct 2023 11:57

Carolynne wrote:

The suggestion I have had from Sage, regarding the clients who are too far away and unable to come to me, is that I obtain their online banking information to input myself.  I am surprised at this unethical suggestion, as there is no way I would take personal banking log in information from anyone.

I wouldn't just be surprised - this is illegal unless you have authority from the client. It's the whole reason the open banking changes were brought in!

It is possible with some banks to have access to an account purely to connect to a feed, but it's bank specific and set up is different with each one, which frankly makes this a nightmare.

Assume you're using Sage 50c, which is really the route of these problems as it's not designed for this kind of technology. The only saving grace is that once a feed is setup you can just refresh it as mentioned by the other post.

Thanks (2)
avatar
By tracey2412
02nd Nov 2023 10:40

I use zoom & screen share with clients 'their' Sage (Sage Cloud, not 50 but should work the same?) - if bank needs re-authorising, it shows 2 options - a QR code which they can scan with their phone & do the authorisation on mobile phone banking which most do or I can give them remote access so they can put the credentials in.

Thanks (1)
Replying to tracey2412:
avatar
By Carolynne
02nd Nov 2023 11:09

tracey2412 wrote:

I use zoom & screen share with clients 'their' Sage (Sage Cloud, not 50 but should work the same?) - if bank needs re-authorising, it shows 2 options - a QR code which they can scan with their phone & do the authorisation on mobile phone banking which most do or I can give them remote access so they can put the credentials in.

Hi thanks for the suggestion, unfortunately this is Sage L50 and the client doesn't have the license or software for remote access. It's so frustrating!

Thanks (0)
Replying to Carolynne:
avatar
By tracey2412
02nd Nov 2023 16:58

You don't need remote access in Sage. Open up Sage on your pc & screen share it with the client on a zoom so they can see what you are doing & go through the banking authorisation steps with them. If they use mobile banking, the authorisation (if it works the same way as Cloud) will pop up a QR code which they snap with their phone & do the necessary which then should amend it on the Sage software?
If they use just online banking, then I'm pretty sure you can hand control of the screen to them so they can do the banking authority bit & then take back control?
Or am I missing something (it's been a long week!)
Or the suggestion for TeamViewer or similar & guide them through? Certain there is no need for a face to face & travel.

Thanks (0)
All Paul Accountants in Leeds
By paulinleeds
02nd Nov 2023 15:32

Have you considered something like free TeamViewer, to share / control screen/computer.

You share screens. They can type in their username and password.

I know you need to phone each other, login etc together. Just a thought.

It would avoid the long car journey drive, just to type in their bank login details.

Thanks (2)
Replying to paulinleeds:
avatar
By Carolynne
02nd Nov 2023 16:33

Team Viewer sounds like a great idea, I hadn't thought of that, I will have a go. Thank you for the suggestion Paul.

Thanks (0)
avatar
By AndrewGM
08th Nov 2023 11:19

The client can set you up with view only internet access and you should be able to arrange bank feeds yourself

Though if client is not using internet banking that wouldn't be any help.

Thanks (0)
Replying to AndrewGM:
avatar
By Carolynne
08th Nov 2023 17:34

AndrewGM wrote:

The client can set you up with view only internet access and you should be able to arrange bank feeds yourself

Though if client is not using internet banking that wouldn't be any help.

Thank you Andrew, that sounds like it might work. Although I know with Nat West, they have had terrible issues trying to sort things out in the past, it might be worthwhile them asking in branch next time they are there.

Thanks (0)
avatar
By rmillaree
14th Nov 2023 14:49

I am probably too late to this thread but the obvious alternative answer here is to get the clients to login to sage to connect (set them up as user) . They may all like to plead ignorance and chunter they cant fo it but if they can do the online banking that is needed to run their business i dont see its much of a stretch to login to to sage as one extra step before replicating whatever online login they currently do - with guidance. I might be wrong but dont think they can do bank feeds via any means now if they dont have online banking ? - unless there is an obscure method simiolar to the one you were lucky enough to get.

still annoying that some feeds still wont automatically refresh for whatever reason - lets hope this new cull of feed changes that aer going through will move most of teh runt left over to the "no need to refresh via login" method.

Screen share may be easier but hopefully soem clients are adult enough to simply do the necessary here. If there aint an option for digitually excluded to get feeds setup there should be by law - i always though the exercise of entering bank details every 3 months on a system that one isnt familiar with was always a recipe for soem hacker/scammer to coem along and take advantage.

Thanks (1)
Replying to rmillaree:
avatar
By Carolynne
14th Nov 2023 15:34

rmillaree wrote:

I am probably too late to this thread but the obvious alternative answer here is to get the clients to login to sage to connect (set them up as user) . They may all like to plead ignorance and chunter they cant fo it but if they can do the online banking that is needed to run their business i dont see its much of a stretch to login to to sage as one extra step before replicating whatever online login they currently do - with guidance. I might be wrong but dont think they can do bank feeds via any means now if they dont have online banking ? - unless there is an obscure method simiolar to the one you were lucky enough to get.

still annoying that some feeds still wont automatically refresh for whatever reason - lets hope this new cull of feed changes that aer going through will move most of teh runt left over to the "no need to refresh via login" method.

Screen share may be easier but hopefully soem clients are adult enough to simply do the necessary here. If there aint an option for digitually excluded to get feeds setup there should be by law - i always though the exercise of entering bank details every 3 months on a system that one isnt familiar with was always a recipe for soem hacker/scammer to coem along and take advantage.

Thank you for responding and trying to offer some help to the situation. Unfortunately the clients don't subscribe directly to their own version of Sage and therefore cannot log into mine as a user at their end. The Sage L50 license is held by our office only.

Thanks (0)
Replying to Carolynne:
avatar
By rmillaree
14th Nov 2023 18:45

oops my post was a complete waste of time anyway - there i was presuming it would be sage cloud and therefore clients could login - fool i am - probably route advised by others will hopefully work

Thanks (0)