If you use Sage200 Advanced Edition, syncing data from your existing Ebury account can often be time-consuming. Each time you initiate or receive a payment or make a trade, you need to manually update Sage200 Advanced Edition to keep these transactions up to date. This means a higher risk of human error and endless minutes spent entering data.
Benefits of using Sage200 Advanced Edition with Ebury
Automatic transaction import: Your Ebury transactions flow directly into Sage200 Advanced Edition without manual uploads.
Sync transactions: Sage200 Advanced Edition matches imported Ebury transactions with invoices and payments, reducing manual work.
Financial visibility: Bank movements appear in Sage200 Advanced Edition so you can monitor balances and cash flow.
No technical setup required: No API keys, custom development, or plugins. The setup takes place directly in Sage200 Advanced Edition and takes just a few minutes.
Requirements
A valid Ebury account
Online access to both the Ebury and Sage200 Advanced Edition accounts (you will need to log in during the setup process).
Step-by-step instructions
Select Bank accounts from the Accounting drop-down list or click the Bank accounts button in the menu bar.
Double-click to select the Sage account that should be mapped to the Ebury bank account.
Click on Bank Feeds and select Activate.
On the Bank Feeds screen, select Other banks.
Enter ‘Ebury’ into the search bar, then select it from the drop down.
Click Log in to log in to your Ebury account to complete the connection.
Review the connection terms, then click Accept and continue. You will be redirected to Ebury Online. This is the authentication process required to create your explicit consent to connect your Ebury Accounts to Sage 200 Advanced Edition. This Consent will need to be renewed with the same procedure every 90 days.
Log in to your Ebury account to open the connection with Sage200 Advanced Edition.
Select the Ebury bank account you want to link to this Sage account. For example, if you want to link a USD bank account to a specific Sage Account, make sure you select the virtual account that EBury has provided you for USD and its details.
Select Process to make the connection.
Click Finish to complete the process.
To sync your bank transactions, select Downloads from the Bank Feeds drop-down. This will download any new transactions since your last request.
You can find downloaded transactions under Accounting > Receipts and payments > Banking conciliation > Manual conciliation.