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

Posted on by 55

Hi there,

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

pastedimage1635190008998v1.png

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

pastedimage1635190176142v2.png

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

pastedimage1635190306592v4.png

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:

 pastedimage1635190484896v6.png

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?

  • Andy Sather Profile Picture
    Andy Sather on at
    RE: Bank Statement Import - How to remove $ sign and 0.00 entries

    Thank you for the update Craig.

  • Craig Day Profile Picture
    Craig Day 55 on at
    RE: Bank Statement Import - How to remove $ sign and 0.00 entries

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

    Cheers,

    Craig

  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    RE: Bank Statement Import - How to remove $ sign and 0.00 entries

    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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