Sage 50 CA Ideas Portal

Match multiple transactions against one bank statement transaction

When I make direct deposit transactions a nd upload it to my bank (ScotiaBank) they group all the transactions as one transaction the statement. I would like to be able to match this group on Sage as well for ease of reconciliation when matching transactions.

  • Owanari Kingson
  • Mar 6 2024
  • Sophie Carrière commented
    12 Sep 16:56

    This is unacceptable, I just spent 1.5 hour with Sage technical support trying to find a a viable alternative for us which we unable to find.

  • Colin McPhee commented
    30 Jul 18:18

    As an accountant this is a must! We have half our clients in Sage and half in QBO but in QBO we can match multiple invoices to a single deposit, which we cannot do in Sage. We are considering switching all clients to QBO if this cannot be fixed.