Bank Statement Import - How to remove $ sign and 0.00 entries

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Posted on by Craig Day

Hi there,

I have a Bank Statement Import file with Debits and Credits in separate column and '$' signs preceding these values. E.g:

I have created the Import Template and have applied a multiplier of -1 to the Debit entries to reverse the sign.

I have applied a Transformation rule using a Replace function to replace the $ sign with nothing.

This all works, except when I have a Debit entry, it gets overridden with "0.00" from the Credit column during import, because the cell contains that value rather than nothing.

So, I need to remove the $ sign and remove the 0.00 entries so they don't overwrite my debits. I tried adding a second transformation to replace 0.00 with blank, but it raises an error like this on import:

I don't really understand this error because the dollar sign should have already been removed.

Can someone please advise how I can replace both the leading $ sign and the 0.00 entries?

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Andy Sather on at

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Hello,

If you don't get further responses to this issue, you may want to raise a support request to Microsoft support via your CSP / Partner.

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Craig Day 57 on at

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Thanks, Andy. We'll just work around it with an Extension.

Cheers,

Craig

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Andy Sather on at

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Thank you for the update Craig.

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