More complete exports: new “Debit” and “Credit” columns

The export functionality has been enhanced with the introduction of two new fields: “Debit” and “Credit”. These columns can now be added to export configurations and set as default fields in the platform, allowing you to structure exported financial data with a clearer separation between incoming and outgoing movements.

With this improvement, exported files can now display transaction values according to their nature: positive transaction amounts are automatically assigned to the “Credit” field, while negative amounts are assigned to the “Debit” field. This makes financial analysis, reconciliation, and integration with external systems more efficient.

New available columns

• Credit: Displays the transaction amount when the value is positive, helping identify incoming funds and credits.

• Debit: Displays the transaction amount when the value is negative, making it easier to identify outgoing payments and debits.

⚠️ These columns can be configured in the platform’s export settings area and defined as default fields.

Benefits:

• Improve the readability and structure of exported financial data;

• Easily distinguish between incoming and outgoing transactions;

• Simplify financial analysis and reconciliation processes;

• Increase efficiency when exporting account balances and transactions;

• Facilitate integrations with external systems (ERP);

• Standardize export formats according to accounting needs.

Available for:

• Bank transaction exports from a specific account;

• Balance exports across all accounts.

Available in all geographies.

You can try this feature here.