Looking to install and setup bank plugins within your system?
Well, in this Tip of the Week, we explain how to set up e-banking so that Sage produces a file to upload supplier payments to your bank.
Additionally, you can watch the short tutorial to help better your understanding.
The plugin for the relevant bank account needs to be installed for every user who will be making Sage payments.
Any user who tries to make a payment but doesn’t have the relevant plugin will receive an error message as seen in the image.
You will require administration permissions to install the plugin.
The easiest way to install these is to navigate to the cog in the top right hand menu of Sage 200 and go to ‘Installers > Install eBanking components’.
You will be asked to run the installer. A wizard will appear for you to click through. During this process you may be asked for admin credentials. (If you don’t have these, this is something provided by your IT provider).
To check that the components have been installed successfully go to your ‘Bank Account List’ and click to amend one of your accounts, navigate to the ‘E-Banking’ tab and check that a list is visible next to ‘E-Banking service:’
If the components are listed then proceed to ‘Configure your E-banking service’ otherwise continue with the below troubleshooting.
If there is still no dropdown, you can try installing the specific plugin for your bank. The first step is to close your Sage applications and navigate to: https://my.sage.co.uk/public/sage-ebanking/compatible-banks.aspx
Locate your bank account name and click ‘Download plug-in’ next to the relevant account type.
Again, you will be asked to run the installer. A wizard will then appear for you to click through, during this process you may be asked for admin credentials. (If you don’t have these then this is something provided by your IT provider).
Re-open Sage 200 and navigate to amend your cash book account. Check if the dropdown against the E-Banking tab now contains the name of your bank account.
If your account is still not listed in the dropdown then this is usually because you have insufficient privileges to install the plugin, in which case please refer to your IT provider to check.
Configure your e-Banking Service
Once the components are installed successfully you need to configure your cash book account.
Navigate to the ‘Cash Book > Bank Account List’. Highlight the bank account from which these payments are to be made and click ‘Amend Account’.
Go to the E-Banking tab, and next to ‘E-Banking Service’ select your account name.
Next go to ‘E-Banking Functions’ and select ‘Payments Only’.
Then click ‘File Locations’.
When you run generate payments to E-banking accounts, Sage outputs a file which you use to upload your payments to your bank account.
Within ‘File Locations’ you can set the location that Sage will automatically save this, click ‘Browse’ next to the ‘Directory’ and navigate to a suitable file location.
Your bank will require the upload file to either be a TXT or CSV file. You can find this out from your bank account or from another user who already has this set up. You must identify this against the File extension, enter either TXT or CSV in this box.
Finally, click ‘OK’ and ‘Save’ your bank account. You are now ready to generate Sage payments.
Frequently Asked Questions About Installing and Setting Up Bank Plugins for Sage 200
Why do I need to install bank plug‑ins in Sage 200?
Bank plug‑ins (eBanking components) allow Sage 200 to generate payment files that can be uploaded directly to your bank. Without the correct plug‑in installed for your bank account, users will receive an error when attempting to make payments.
How do I install eBanking components in Sage 200?
You need admin permissions to install them in Sage 200:
- Click the cog icon in the top‑right menu.
- Select Installers → Install eBanking components.
- Run the installer and follow the wizard.
- Provide admin credentials if prompted.
After installation, check the E‑Banking tab on a bank account to confirm the components are visible.
What file format does my bank require for uploaded payment files?
Banks typically require either TXT or CSV files. You can confirm this with your bank or by checking with another Sage user who already has eBanking set up. Enter the correct extension in the File Locations settings so Sage generates the right type of file.
Written by: Gary Butler, Sage Support Team Mentor at PKF Smith Cooper Systems
Reviewed by: Gary Butler, Sage Support Team Mentor
Last reviewed: June 2026
If you would like more support concerning setting up bank plugins or your Sage system, you can contact us via the enquiry form or contact our support team at sagesupport@pkfscs.co.uk.
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