Electronic Reporting (ER) supports file imports, most commonly in bank integrations such as CAMT.054, CAMT.053, and PAIN.002.
It would be highly beneficial if Microsoft could provide a class or framework method that exposes the exact file name after a user uploads a file through the “Electronic report parameters” dialog (Select a file).
If the file name were available in the ER data model, we could bind it to a new field (e.g., File name) on:
- LedgerJournalTable (Journal header)
- LedgerJournalTrans (Journal lines)
This would apply when journals are created via ER import or integration.
Business justification
In practical scenarios, particularly during bank file imports, users often need to verify:
- Which file was imported
- Which journal lines were created from that file
- Whether the correct bank statement or payment file was processed
Currently, without storing the file name, users must reopen and manually inspect files to identify what has been imported. Storing the file name directly on the journal header and lines would significantly improve traceability, auditability, and operational control for super users.
This would serve as a simple but highly effective tracking mechanism.
