{"id":971,"date":"2020-01-20T13:33:59","date_gmt":"2020-01-20T13:33:59","guid":{"rendered":"http:\/\/sagefinancialsknowhow.com\/?p=971"},"modified":"2020-01-20T13:33:59","modified_gmt":"2020-01-20T13:33:59","slug":"trial-installation-guide-user-guide-for-reconcile","status":"publish","type":"post","link":"https:\/\/sagefinancialsknowhow.com\/trial-installation-guide-user-guide-for-reconcile\/","title":{"rendered":"Trial Installation Guide &#038; User Guide for Bank Reconciliation"},"content":{"rendered":"<p>There are two steps to install &amp; setup the Bank Reconciliation FeaturePack plugin.<\/p>\n<p>You must be logged on as the System Administrator to install the package<\/p>\n<h2>Step 1 &#8211; install the managed package<\/h2>\n<p>The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first.<\/p>\n<p>The installation URL is:\u00a0<a href=\"https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t1r0000018XMP\">https:\/\/login.salesforce.com\/packaging\/installPackage.apexp?p0=04t1r0000018XMP<\/a><\/p>\n<p>Follow the instructions in this video to install the <em>Sage Financials Feature Pack by Alpha Index<\/em><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/c-ewrlae1no\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Step 2 &#8211; add the Tab to Sage Financials<\/h2>\n<p>Follow the instructions in this video to add the Budget Grid Tab to the Sage Financials App.<\/p>\n<p>The Tab you should enter is &#8216;Reconcile&#8217;<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/dfFmolHRU9I\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Using the Bank Reconciliation FeaturePack Plugin<\/h2>\n<h3>This video gives you an overview of Bank Reconciliation:<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/lKjGTNG1jgU\" width=\"400\" height=\"250\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Please <a href=\"https:\/\/www.alpha-index.co.uk\/contact\/\">Contact Alpha Index<\/a> if you need any help with the trial, or if you want to upgrade to the full version:<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are two steps to install &amp; setup the Bank Reconciliation FeaturePack plugin. You must be logged on as the System Administrator to install the package Step 1 &#8211; install the managed package The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first. The <a href=\"https:\/\/sagefinancialsknowhow.com\/trial-installation-guide-user-guide-for-reconcile\/\" rel=\"nofollow\"><span class=\"sr-only\">Read more about Trial Installation Guide &#038; User Guide for Bank Reconciliation<\/span>[&hellip;]<\/a><\/p>\n","protected":false},"author":1,"featured_media":769,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[4],"_links":{"self":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/971"}],"collection":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/comments?post=971"}],"version-history":[{"count":0,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/posts\/971\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media\/769"}],"wp:attachment":[{"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/media?parent=971"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/categories?post=971"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sagefinancialsknowhow.com\/wp-json\/wp\/v2\/tags?post=971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}