How do I choose the correct Amount representation?

Short Answer: In ‘6. Amount representation’, select ‘Single signed amount column’ or ‘Separate credit and debit columns’ based on your file format.

PreRequisites

1. Data is visible in ‘Data preview (20 rows)’

2. ‘Select sheet’ and ‘Header row’ are correctly set

Steps

1. Review the data preview.
   Check whether amounts are:

   • In a single column with positive/negative signs, or

   • Split into separate Debit and Credit columns

2. Choose the correct representation.
   Under ‘6. Amount representation’, select:

   • Single signed amount column, or

   • Separate credit and debit columns

3. Validate in preview.
   Confirm that amounts appear correctly in the Data preview after selection.

Troubleshooting

1. Amounts appear incorrect or missing
   Likely Cause: Wrong representation selected
   Action: Switch between the two options and verify against your file structure

Note: Always match the representation to how amounts are stored in your source file so the system interprets values correctly.