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If you’re using the credit and debit amount fields, check that Workbook WorkBook is recognising it correctly as they can be interpreted differently. If it’s the wrong way round, you can either swap the debit and credit fields on the import specification or use the ReverseNumericValue script below.
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ADDITIONAL FORMATTING OPTIONS - SCRIPTS
Scripts are used when additional formatting is required on an import. You can use them to delete an extra line lines at the bottom of the import or calculate 2 fields.
In the bank reconciliation data import go to the settings tab > select the add new script parameter button
Complete the fields in the add data import
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script pop up (see script examples below) > click ok
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Standard script usage:
DeleteEmptyLines
Lines can be deleted with this. The import can stop on its own at the last line, but if a file contains empty lines among the data then that can cause errors for some fields such as dates.
Some lines that look empty can also simply be blank in excel, and these may also be wrongly imported. This can cause an import to be overly long and encounter issues as well.
This script checks if a line is empty in certain fields and deletes it if so. It only allows checking within the first 16 fields.
Function: Checks specific fields (2 minimum) to see if they are empty and deletes the line.
Sequence: Not important.
Script type: Before default.
Field number: Not used.
Parameter: Field;Field;... So for example if you want to delete lines where field 3, 5 and 6 are empty you would write this: 3;5;6
ReverseNumericValue
Used to convert positive amounts to negative, or negative amounts to positive.
Function: Reverses the numeric value in a field..
Sequence: Not important.
Script type: Before default.
Field number: Not used.
Parameter: @field to be converted. So @5 to reverse the value in field 5.
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