Simplified bank statement file import


Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

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