web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Get import file name in Electronic Reporting Configuration

(0) ShareShare
ReportReport
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
    14,839 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
    38 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 521 Super User 2026 Season 1

#2
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 438

#3
Adis Profile Picture

Adis 261 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans