Cannot process a downloaded Bank Transaction - <> characters in the Description field.

Legacy KB ID: 5398

Question

Why can’t I process a downloaded bank transactions that have the <> characters in the Description field?

Answer

You can only ignore the transactions.

 

The Issue

IPA Books+ cannot process transactions with special or Windows reserved characters in key fields – like the Description field. 

Reckon apologies for the inconvenience this issue is causing. 

You can only ignore this transaction.

 

Workaround

Complete the allocation of all other transactions

Click on Ignore to remove this transaction from the view for this session (when you start a new session this transaction will be visible again.

 

For manual imports:

Import another export file with one transaction.  The new import will replace the remaining transactions of the previous manual import.

 

For BankData

The next time you intend to process BankData transactions change the retrieval range to start the day after the last transaction with special characters.

Go to Settings > General Settings and in the BankData – retrieve last: field, alter the number of days.

 

Need more help?

 


How did we do?

Latest Bankdata transactions not available in IPA Books+ Book.

Create new user in IPA Books+, Delete the user, share the book with accountants

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