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Finance | Project Operations, Human Resources, ...
Suggested Answer

Get import file name in Electronic Reporting Configuration

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Posted on by 98

Good afternoon,

I'm setting up a new format for importing Bank Statements using the Advanced Bank Reconciliation config. Is it possible to get the name of the file used to import the bank statement from in ER? 

Thanks

I have the same question (0)
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,842 Super User 2026 Season 1 on at

    Hi Phil,

    Do you mean statement format name?

    Once you have created a new statement format, you need to add it on "Banks statement format"

    pastedimage1671214509632v1.png

  • Phil Matthews Profile Picture
    98 on at

    Hi Alireza,

    No, I mean literally the name of the file that has been imported. I need to use the file name in a field in the Electronic Reporting mapping. The actual file is an object in the Format, so is there a way to refer to it or set it as a variable?

    pastedimage1671442641954v1.png

    Thanks,

    Phil

  • Klara Calabro Profile Picture
    42 on at
    Hi Phil, 
     
    have you found any solution how to get the filename during the import? I have the same requirement. 
  • Phil Matthews Profile Picture
    98 on at
    I'm sorry, I did not. I had to find another way around the issue.

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