Accounting Ideas

Debit, Credit columns when importing bank statements

The .csv file exported from many different banks, have both a credit and a debit column. However on our bank statement import template we only have an amount column. This means that the customer needs to manually merge the credit and debit columns. This is time consuming if they aren't very family with Excel. Can a second import template be added so that a credit and debit column is available for the .csv import. A better solution of this would be for the bank statement import to be able import a .csv file and allow the user to select the appropriate Date, Reference and amount columns rather than having to edit the .csv in another program such as Excel first.

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  • Dec 15 2019
  • Great Ideas Delivered