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Get import file name in Electronic Reporting Configuration

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Posted on by 52

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

  • Phil Matthews Profile Picture
    Phil Matthews 52 on at
    Get import file name in Electronic Reporting Configuration
    I'm sorry, I did not. I had to find another way around the issue.
  • Klara Calabro Profile Picture
    Klara Calabro 6 on at
    Get import file name in Electronic Reporting Configuration
    Hi Phil, 
     
    have you found any solution how to get the filename during the import? I have the same requirement. 
  • Phil Matthews Profile Picture
    Phil Matthews 52 on at
    RE: Get import file name in Electronic Reporting Configuration

    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

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    RE: Get import file name in Electronic Reporting Configuration

    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

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