> Set up Sage 200 / Cash Book / Create bank accounts / e-Banking

Set up E-Banking (CB account)

Use the E-banking tab to link the cash book account to the Sage e-banking service.

You can use e-banking to:

You must subscribe to the e-banking service for your bank. This must be compatible with Sage e-banking.

The Sage eBanking component and a component for your bank's eBanking service must be installed. Depending on the bank that you use, you may need to install an additional component for your bank's e-Banking service.

To enter e-banking options

Open: Cash Book > Cash Book Accounts > Enter New Account | E-Banking.

  1. Select your E-banking service from the drop-down list.
  2. Select the E-banking functions you want to use from the drop-down list.
  3. Click File Locations to specify where to store your bank import and export files by default.

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