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Data Exchange Definition for Debit and Credit

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Posted on by O3I

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Hi BC Gurus,

I'm trying to create a data exchange definition for a bank import but I'm running into an issue. On my bank import csv file I only have debit and credit column, no total amount column. Is there a way in BC to define if the field is debit or a credit and combine them together?

Attached is example of my import csv file and my data exchange definition

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Dynamics 365 Business Central

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Ramesh Kumar 233 on at

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Data Exchange Definition for Debit and Credit

Use the Yodlee bank feeds its free and easy to use

https://learn.microsoft.com/en-ca/dynamics365/business-central/bank-how-setup-bank-statement-service

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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Data Exchange Definition for Debit and Credit

Hi, hope the following helps.

Dynamics 365 Business Central: Add more custom processing when importing Bank Statement (Bank Export/Import Setup) – Customization

https://yzhums.com/44582/

Thanks.

ZHU
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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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Data Exchange Definition for Debit and Credit

I have an example in this blog post here - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central - Dynamics 365 Business Central Insights

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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Khushbu Rajvi. 4,753 on at

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Data Exchange Definition for Debit and Credit

This will help you out.

https://www.youtube.com/watch?v=ygzx0mN5800&list=PLhDCCQfwEgOkeJtInk6uVtii-HgAu3Ec7&index=4

They have explained very clearly data exchange definition for debit and credit.