Overview of Sage Banking

C o n f i g u r a t i o n o f BA I I mp o r t

To add the BAI Import functionality, follow these steps:

1. In Sage, in the Bank transaction area, right-click in a blank space.

2. Select New > Program 3. Title the icon as “BAI Import” and make sure the All Users box is checked. This will create the icon so that all users can access. Click Next. 4. At the Command line, browse to find the program file which is located at \\Atriumapp02\sage\300\Macros\Wellsfargo_Integration. You will need to change the File Type to All Files in order to see the file.

5. Select WellsFargo Integration Template and click Open.

6. No other fields are necessary, so click Finish.


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