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Small and medium business | Business Central, N...
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Bank Statement Import: How to ignore multiple footer lines

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Posted on by 57

Hello,

I have created a bank import format for a bank statement which has multiple footer lines that start after the last transaction line. This is summary information which I do not want imported into Business Central.

Bank-Statement-Image.png 

The first column contains the transaction date, so once the footer lines begin, Business Central errors out on import. I can add a footer tag for the first line, but there are multiple lines and the data contained within is dynamic, not fixed.

Are there any out-of-the-box methods available to deal with this? If not, we will have to customize the code.

Thank you.

  • KAHUJA Profile Picture
    KAHUJA 40 on at
    RE: Bank Statement Import: How to ignore multiple footer lines

    please check what's the first line Tag for the lines you want ti import and then put it under Data line tag in the line definitions. IN this way, it will only import the lines tagged with that code the rest will be skipped. 

  • Suggested answer
    JAngle Profile Picture
    JAngle 63 on at
    RE: Bank Statement Import: How to ignore multiple footer lines

    If you’re using the data exchange definition method I have encountered similar. I ended up using an event subscriber for after the data is inserted to table I deleted the last how ever many lines.

  • Craig Day Profile Picture
    Craig Day 57 on at
    RE: Bank Statement Import: How to ignore multiple footer lines

    Thank you, Yun Zhu. We will try your suggestion.

    Cheers,

    Craig

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,925 Super User 2025 Season 1 on at
    RE: Bank Statement Import: How to ignore multiple footer lines

    Hi, As far as I know, there is no out-of-the-box methods to do it now.

    You need to customize an XmlPort. Although I haven't tried it, it may be possible to use Xmlport.Skip() Method in OnBeforeInsertRecord trigger.

    Hope this will help.

    Thanks.

    ZHU

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