Page 8850 "Bank Statement File Wizard"
SimplifiedBankStatementImport · Microsoft.Bank.StatementImport
Across versions
- BC23-28not present
- BC29-30present
SimplifiedBankStatementImport · Microsoft.Bank.StatementImport · captioned “Bank Statement File Setup” · BC29-30 · source at ea08af5e · facts from BC29
Properties
| Property | Value |
|---|---|
| Caption | Bank Statement File Setup |
| PageType | NavigatePage |
Fields on this page
Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).
| Group | Control | Shows | ToolTip |
|---|---|---|---|
| StandardBanner | MediaResourcesStd | MediaResourcesStandard."Media Reference" |
— |
| FinishedBanner | MediaResourcesDone | MediaResourcesDone."Media Reference" |
— |
| Step1 | Download Sample | DownloadSampleLbl |
— |
| Step2 | Upload file | UploadFileLbl |
— |
| Control14 | FileSuccessfullyUploaded | FileSuccessfullyUploadedLbl |
— |
| Define the bank statement file layout yourself | Continue without uploading | SkipStep2 |
— |
| Step3 | Header Lines to Skip | HeaderLines |
Specifies the number of header lines to skip in the bank statement file. |
| File Preview Header | FilePreviewHeader | FilePreviewHeaderTxt |
— |
| File Preview Rest | FilePreviewRest | FilePreviewRestTxt |
— |
| Step4 | Column Seperator | ColumnSeperator |
Specifies the character that separates each column in the bank statement file. |
| Column Count | ColumnCount |
Specifies the number of columns in the bank statement file. | |
| Line Separator | LineSeparator |
Specifies the character that separates each line in the bank statement file. | |
| File Preview | FilePreviewColumns | FilePreviewColumnsTxt |
— |
| Step5 | Date Column No. | TransactionDateColumnNo |
Specifies the position of the Date column in the order of columns. For example, if the Date column is first in the order, the number should be 1. |
| Amount Column No. | TransactionAmountColumnNo |
Specifies the number of the column that contains the transaction amount in the bank statement file. | |
| Description Column No. | DescriptionColumnNo |
Specifies the number of the column that contains the description in the bank statement file. | |
| Date | FilePreviewDateColumn | FilePreviewDateColumnTxt |
— |
| Amount | FilePreviewAmountColumn | FilePreviewAmountColumnTxt |
— |
| Description | FilePreviewDescriptionColumn | FilePreviewDescriptionColumnTxt |
— |
| File Preview | FilePreviewColumnsRest | FilePreviewColumnsTxt |
— |
| Step6 | Date Format | DateFormat |
Specifies the format used for dates in the bank statement file. Note that the Microsoft standard date and time format requires capitalization for the month, for example, dd/MM/yyyy or d-M-y. |
| Decimal Separator | DecimalSeperator |
Specifies the decimal separator for amounts in the bank statement file. Separators can be a comma (123,45) or a dot (123.45). | |
| Date | FileFormatPreviewDateColumn | FilePreviewDateColumnTxt |
— |
| Amount | FileFormatPreviewAmountColumn | FilePreviewAmountColumnTxt |
— |
| Try it out | InstructionalText | Step7InstructionLbl |
— |
| Upload file | TestFormatLbl |
— | |
| One last thing | Format Code | DataExchangeCode |
Specifies the name of the setup that will be used as the code for data exchange definitions and bank statement imports. |
| Bank Account | SelectBankAccountCode |
Specifies the bank account that this setup is assigned to. You can assign the account at any time. |
Actions
| Group | Action | ToolTip | Runs |
|---|---|---|---|
| Processing | Back | — | |
| Next | — | ||
| Finish | — |
Procedures
SetBankAccount(BankAccountCode: Code[20])
Plus 24 local procedures.
Triggers
OnInit, OnOpenPage, OnQueryClosePage
Ask your agent
Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Bank Statement File Wizard"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.