There are two steps to install & setup the Bank Reconciliation FeaturePack plugin. You must be logged on as the System Administrator to install the package Step 1 – install the managed package The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first. The Read more about Trial Installation Guide & User Guide for Bank Reconciliation[…]

Before trying to work out why your Bank Statement does not match the bank account in Sage, check the Bank Account Tag balance matches the Ledger Statement balance: The Bank Account Dimension Tag balance is displayed when you go to the tab ‘Bank-BANK ACCOUNTS’. For the Ledger Balance go to ‘Ledger-LEDGER STATEMENT’, choose the Ledger Read more about Bank Tag balance and Ledger Statement Balance[…]