Manually setting up a data exchange definition for bank statement import. Bank export CSV date format is ddMMMyy, (01FEB20). Data exchange definition is not able to recognise this format as a date. Current workaround is to open statement CSV with Excel, (which does recognise and reformats as a date (dd-MMM-yy). From an Audit point of view the downloaded bank statement CVS shouldn't be edited before import.

AMC and Yodlee are not viable options for every client, so manual statement format creation is required. The Data Exchange Definition options needs to be more flexible.