{"id":10252,"date":"2021-10-19T16:57:36","date_gmt":"2021-10-19T15:57:36","guid":{"rendered":"https:\/\/www.sage.com\/en-gb\/blog\/?p=10252"},"modified":"2026-01-29T09:34:40","modified_gmt":"2026-01-29T09:34:40","slug":"sage-accounting-banking-automation","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-gb\/blog\/sage-accounting-banking-automation\/","title":{"rendered":"Sage Accounting latest updates: Driving efficiencies through banking automation"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-gb\/blog\/category\/money-matters\/\" class=\"entry-header__link\">Money Matters<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tSage Accounting latest updates: Driving efficiencies through banking automation\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-10-19T16:57:36+01:00\">19 October, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"Sage Accounting latest updates: Driving efficiencies through banking automation\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-gb\/blog\/sage-accounting-banking-automation\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-gb\/blog\/author\/tomsanderson\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2021\/10\/Tom-Sanderson--350x350.jpg\" class=\"entry-author__image\" alt=\"Tom Sanderson\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2021\/10\/Tom-Sanderson--350x350.jpg 350w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2021\/10\/Tom-Sanderson--768x768.jpg 768w, https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2021\/10\/Tom-Sanderson-.jpg 779w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/>\t\t\t\t<span class=\"entry-author__name\">Tom Sanderson<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"video-container-wrap -mode-full\"><div class=\"video-container\"><video\n\t\t\t\tclass=\"sage-video video-js vjs-default-skin \"\n\t\t\t\twidth=\"640\"\n\t\t\t\theight=\"360\"\n\t\t\t\tdata-setup='{ \"controls\": true, \"aspectRatio\" : \"16:9\", \"poster\": \"https:\/\/img.youtube.com\/vi\/6tWlHFiNmZM\/maxresdefault.jpg\", \"techOrder\": [\"youtube\"], \"enablejsapi\": 1, \"origin\": \"https:\/\/www.sage.com\", \"sources\": [{ \"type\": \"video\/youtube\", \"src\": \"https:\/\/www.youtube.com\/watch?v=6tWlHFiNmZM\"}], \"youtube\": { \"ytControls\": 0, \"cc_load_policy\": 3, \"modestbranding\": 1, \"hl\": \"en_GB\", \"playsinline\": 1 } }'\n\t\t\t\tcrossorigin=\"\"><\/video><\/div><\/div>\n<\/div><\/figure>\n\n\n\n<p>Business admin is an important part of running a business \u2013 and a key part of that?<\/p>\n\n\n\n<p>Dealing with your banking.<\/p>\n\n\n\n<p>Understanding your cash flow, staying on top of your income and outgoings, and sorting your invoices are just some of the tasks you\u2019ll have to tackle on a daily, weekly and monthly basis.<\/p>\n\n\n\n<p>But if you\u2019re not making the most of your accounting software to manage your banking tasks, you\u2019ll be spending more time on admin than is required.<\/p>\n\n\n\n<p>And that means less time doing what you love \u2013 selling your products and services, finding new customers, having your evenings and weekends free to do as you please.<\/p>\n\n\n\n<p>Instead of dedicating time to deal with data entry, your accounting software can help with your banking requirements in three ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automatically import bank transactions<\/li>\n\n\n\n<li>Set up reusable rules<\/li>\n\n\n\n<li>Streamline your bank reconciliation process<\/li>\n<\/ul>\n\n\n\n<p>In this article, and as part of our <a href=\"https:\/\/www.sage.com\/en-gb\/blog\/tag\/sage-delivers\/\">Sage Delivers<\/a> series, we\u2019ll reveal how <a href=\"https:\/\/www.sage.com\/en-gb\/sage-business-cloud\/accounting\/\">Sage Accounting<\/a> can help you fulfil all three of these.<\/p>\n\n\n\n<p>Here&#8217;s what we cover:<\/p>\n\n\n\n<p><a href=\"#the-anchor-link\">The importance on integrating banking in Sage Accounting<\/a><\/p>\n\n\n\n<p><a href=\"#putting-anchor-link\">Putting your feedback into motion<\/a><\/p>\n\n\n\n<p><a href=\"#three-anchor-link\">Three ways the new Sage Accounting banking release can help save time<\/a><\/p>\n\n\n\n<p><a href=\"#what-anchor-link\">What do these improvements mean for you and your accountant?<\/a><\/p>\n\n\n\n<p><a href=\"#bonus-anchor-link\">Bonus stuff: More support on managing your banking<\/a><\/p>\n\n\n\n<p><a class=\"button button--primary\" href=\"https:\/\/www.sage.com\/en-gb\/sage-business-cloud\/accounting\/\">Get paid faster, track cash flow and automate admin with our award-winning accounting software to free up time so you can focus on the work that matters most<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"the-anchor-link\">The importance on integrating banking in Sage Accounting<\/h2>\n\n\n\n<p>Banking has evolved from manually writing up receipts to an automated process triggered by a few clicks within Sage Accounting.<\/p>\n\n\n\n<p>This has been opened up through the connection of banks, the automation of bank feeds, and further enhanced by technology such as <a href=\"https:\/\/uk-marketplace.sage.com\/en-GB\/apps\/53294\/autoentry\">AutoEntry<\/a> to digitally capture your financial documents.<\/p>\n\n\n\n<p>Integrating your banking into Sage Accounting means you can work more efficiently, and this will help you streamline the reconciliation of your accounts.<\/p>\n\n\n\n<p>Having the confidence that your accounts match up is another way Sage gives you control of your business.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"putting-anchor-link\">Putting your feedback into motion<\/h2>\n\n\n\n<p>As we continue to evolve Sage Accounting to meet the needs of your business, we\u2019ve looked at the valuable feedback from our customers and addressed some of the most pertinent requests received.<\/p>\n\n\n\n<p>We know you want to have the flexibility to manage your accounts in a way that works best for you \u2013 and this latest release does just that.<\/p>\n\n\n\n<p>You can look forward to an even more streamlined bank reconciliation process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"three-anchor-link\">Three ways the new Sage Accounting banking release can help save time<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Have the flexibility to import your transactions from anywhere.<\/strong> Set up a bank feed directly with your bank, import your bank statements yourself directly into Sage Accounting, or with a click of a button through our exciting new integration with AutoEntry.<\/li>\n\n\n\n<li><strong>Easily set up the automation of bank rules to any of your transactions, regardless of where the data comes in from.<\/strong> (Unsure what rules are? Bank rules are a set of criteria that you define and are applied to incoming bank transactions. Use them with bank accounts connected to a bank feed or when you import a statement directly or via AutoEntry.) Setting up and applying rules is a great way to simplify your banking process by automating the task of manually allocating transactions.<\/li>\n\n\n\n<li><strong>You can now copy rules between bank accounts.<\/strong> That&#8217;s right, managing the rules once they\u2019re set up has never been easier.\u00a0 Even better, take that rule and use it on another business \u2013 or in the case of accountants, another client \u2013 saving you even more time.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-anchor-link\">What do these improvements mean for you and your accountant?<\/h2>\n\n\n\n<p>All in all, these updates give you the platform to simplify your admin and enable you to automate the manual processing of transactions \u2013 saving you a lot of time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"bonus-anchor-link\">Bonus stuff: More support on managing your banking<\/h2>\n\n\n\n<p>In addition, we\u2019ve created a series of useful help articles that&#8217;ll take you through all you need to know about managing your banking:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.accounting.sage.com\/en-gb\/accounting\/banking\/bank_feeds\/accounting-what-are-bank-rules.html\">Seamlessly create bank transactions with bank rules<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/help.accounting.sage.com\/en-gb\/accounting\/banking\/importing-bank-statement.html\">Import bank statement<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.sage.com\/en-gb\/blog\/bank-feeds-business-efficient\/\">Why bank feeds can help your business be more efficient<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.sage.com\/en-gb\/blog\/bank-feeds-sage-accounting-bank-reconciliation\/\">Bank feeds: How using Sage Accounting makes bank reconciliation quick and easy<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.sage.com\/en-gb\/blog\/bank-reconciliation-save-time\/\">Bank reconciliation: This is how to save time on this vital task<\/a><\/li>\n<\/ul>\n\n\n\n<p>No matter how you want to process your banking data, the tools and functionality in Sage Accounting will help you work more efficiently \u2013 giving you more time to do what you love.<\/p>\n\n\n\n<p>[\/gated_content]<\/p>\n\n\n\n<div class=\"single-cta gated-content\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">How to boss your small business banking<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p><!-- wp:paragraph --><\/p>\n<p class=\"\">From choosing a business bank account to managing bank reconciliation and using bank feeds, this guide will help you to stay on top of your finances.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-0a38bfe5-48d7-44eb-b934-14aa781da0ca\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Download your free guide<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1308847618-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1308847618-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to the Sage Advice newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Join more than 500,000 UK readers and get the best business admin strategies and tactics, as well as actionable advice to help your company thrive, in your inbox every month.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-b1a63862-3fa0-4a5e-bb67-c76b88bbc6b8\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe now<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1073797282-1-1440x810.jpg\" class=\"single-cta__image\" alt=\"\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2022\/04\/GettyImages-1073797282-1-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tired of manually managing your banking and data entry? Check out three Sage Accounting updates that will help you overcome these challenges.<\/p>\n","protected":false},"author":1303,"featured_media":9157,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":true,"post_featured_image_hide":false,"footnotes":""},"categories":[6],"tags":[23,209],"business_type":[4],"lilypad":[],"context":[],"industry":[],"persona":[73,74,75],"imagine_tag":[220,77,242,200,109],"coauthors":[573],"class_list":["post-10252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-money-matters","tag-bookkeeping","tag-sage-delivers","business_type-small-business"],"sage_meta":{"region":"en-gb","author_name":"Tom Sanderson","featured_image":"https:\/\/www.sage.com\/en-gb\/blog\/wp-content\/uploads\/sites\/10\/2021\/04\/Afianza-04_ES_BB_2018_33555.jpg","imagine_tags":{"220":"Accountant accounting","77":"Accounting software","242":"Banking","200":"Payroll","109":"Small business"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice UK","distributor_original_site_url":"https:\/\/www.sage.com\/en-gb\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/10252","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/users\/1303"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/comments?post=10252"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/posts\/10252\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/media\/9157"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/media?parent=10252"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/categories?post=10252"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/tags?post=10252"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/business_type?post=10252"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/lilypad?post=10252"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/context?post=10252"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/industry?post=10252"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/persona?post=10252"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/imagine_tag?post=10252"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-gb\/blog\/api\/wp\/v2\/coauthors?post=10252"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}