Ezidebit statement processing
Introduction
Feezily expects a specific set of columns in Ezidebit statements and this section expains how to configure Ezidebit to produe this format. It's very quick and easy to do.
Note: This is a 'once off' configuration which will remain until you change it in the future.
Note: This is a 'once off' configuration which will remain until you change it in the future.
Ezidebit export
Ezidebit has a "File export settings" panel which allows the administrator of the Ezidebit account to specify the columns included in the file export and the order in which they occur.
These can be configured to match the Feezily Ezidebit format which means processing Ezidebit statements will require minimal human intervention apart from download from Ezidebit and upload into Feezily.
These can be configured to match the Feezily Ezidebit format which means processing Ezidebit statements will require minimal human intervention apart from download from Ezidebit and upload into Feezily.
Configuration
You will need administrator access in Ezidebit to make these changes.
- Go to ADMIN > File Export Settings
- Follow the instructions below to set up the correct settings and the correct set of columns in the correct order in the Export Columns section
- Click Save