cash management
Enhanced bank descriptions for some bank connections
Starting on November 18, 2024, the Description field on some bank connections provided by Plaid will be changing. We are enhancing the accuracy of this field to better align with the descriptions on your bank statement.
Because of this change, you may need to adjust your matching and creation rules to ensure they continue to work correctly.
Permissions and other requirements
| Subscription |
Cash Management Sage Cloud Services |
|---|---|
| Regional availability |
All regions |
| User type |
Business user with admin privileges |
| Permissions |
Bank transaction rules: Edit, List |
