Bank Account Reconciliation - Import Bank Statement

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Posted on by Nick Webb

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I have a Bank Statement import CSV file that, when opened in Excel, looks as below:

I've set-up a Data Exchange Definition & Field Mapping and I'm successfully importing into the Transaction Date, Description And Statement Amount fields in the Bank Acc. Reconciliations page, via Action: 'Import Bank Statement'. Then my colleague asked that the Statement Amount field be populated with the Sum of the Amount And Fee columns (highlighted above). So, I added an extra row to the field mapping for the Fee column (as below), but I just end up with the Fee value in the Statement Amount column (not the Sum of Amount & Fee). How can this be achieved?

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Dynamics 365 Business Central

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Dallefeld 215 User Group Leader on at

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You would need to edit your csv file before importing into BC. The data exchange definition does not provide a feature to sum columns.

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