Simplified bank statement file import

Important

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Enabled for	Public preview	General availability
Users, automatically	Mar 1, 2021	Apr 1, 2021

Business value

For most businesses, it is important to keep an updated ledger to reflect your business bank account. In this update, we simplify the bank statement import capability, so that users can take a regular flat file (.csv, .txt), and map the file's columns to fields in Business Central.

Feature details

Users can often download various transaction file formats from their bank. With the new capability, users can configure the import of flat file and comma- or semicolon-separated transaction formats, so that they can more easily import files they have produced or manipulated to fit with the mapping that they have configured.

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See also

Reconcile Bank Accounts (docs)