Setting up a new bank account in Sage 50c

In Yordex

  • Go to ["Cards"] and make sure that you are in the correct Yordex Master Balance. 
  • Click ["+ Transfer Funds"]

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  • You will now see the sort code and account number of the Yordex bank account

In Sage50c

  • Create a new bank account in Sage using the details provided
  • Select  "Bank Accounts" from the left-hand side.
  • Click "New/Edit", select "Wizard" and follow the steps inputting the details of your Yordex bank account from the first step.