Objective

If you are using AutoEntry for credit card/bank statement extraction, you might notice that there is an option within the individual account details screen to switch the debit and credit values to match the desired behaviour. This article will provide a brief overview of the function.

Applies To

  • Bank/Credit Card Statements.

  • Companies that have the company location set up as United States or Canada only.

Procedure

Once you click the Switch Debit/Credit button, the figures will swap sides i.e. debits will become credits, and vice versa.

When the transactions are downloaded in the desired format, the downloaded file will mirror the debits and credits showing on the review screen i.e. if the debit has been swapped to be a credit on the review screen, it will also show as a credit on the downloaded file.

Did this answer your question?