Simplified bank statement file import
Important
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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