Conversions

Conversions are used to convert account statements to CSV files by means of automatic exports. There are already two standard conversions, Auszug.txt and Umsatz.txt, which are suitable for most cases. If they or one of them do not appear in the overview, click on Create default conversions. If you click on a line in the overview, a new page appears, where you can change the conversion. To create a new conversion, click the button on the left end, whereupon the page Create conversion will open.

To delete conversions, select one or more lines in the overview and with the button More actions select the entry Delete. The page Delete conversions will then be loaded. There you need to to confirm the operation. If a conversion is used in an automatic export, you are informed that by the deletion this export will be deactivated.

Under More actions there are also the entries Import and Save. You can save your conversions individually as XML files and then import them, for example, in another installation of BL Banking Web. For this purpose, a separate page comes up where you can specify the XML file to be imported.

Note: If multiple tenants are set up and the logged-in user is assigned to multiple tenants, there is the button All tenants on this page. If you click this, a drop-down list opens, which lets you select a tenant and thus reduce the overview to this one. Furthermore, in this case there is a drop-down list each on the pages for entering, editing and importing, with which you can assign the conversion to a tenant.

Figure: Overview of the conversions