Default settings for file types
Každý typ súboru (systémový aj vlastný) má predkonfigurované nastavenia optimalizované pre daný formát. Tieto nastavenia sa automaticky aplikujú pri nahratí súboru.
How do default settings work?
When you upload a file and select the file type, the system automatically loads the default settings for that type. These settings determine how the file is processed—from text encoding to column mapping. You can edit them at any time for a specific uploaded file without changing the default settings for the file type.
System file types (e.g., PayPal, Wise, Amazon) have settings optimized by the Biatec team. You can create and configure custom file types according to your needs.
Settings Overview
| Setting | Description | Example values |
|---|---|---|
| Encoding | Character set of the input file. The setting auto automatically detects encoding |
auto, utf-8, windows-1250, iso-8859-2 |
| Delimiter | The character that separates columns in a CSV file | , (comma), ; (semicolon), \t (tab) |
| Date format | Order of day, month, and year in date columns | DMY (12/31/2024), MDY (12/31/2024), YMD (2024-12-31) |
| Header row | The row number where the column header is located. Rows before the header are ignored | 1 (default), 8 (Amazon), 0 (no header) |
| Column mapping | Mapping of columns from the input CSV to output fields (date, amount, VS, note...) | Column 1 = Date, Column 3 = Amount, Column 5 = VS |
| Transaction filters | Rules for filtering transactions by type, amount, or text | Income only, Expenses only, Exclude fees |
| Account rotation | Mod11 account number rotation for compatibility with POHODA | On / Off |
| Virtual account | Generate a virtual account number for the counterparty if missing in the transaction | On / Off |
| Transliteration | Conversion of non-Latin characters (Cyrillic, Greek) to ASCII for individual fields | Off, Abbreviated (ISO 9), Phonetic (BGN/PCGN) |
| VS mode (GPC) | Variable symbol conversion method for GPC output | Digits only, Convert characters, Remap |
| VS mode (XML) | Variable symbol display method in SEPA XML output | All characters, Numbers only, Convert characters, Remap |
Auto-detection of encoding
System file types have a default encoding autothat automatically detects the encoding of the input file:
- BOM UTF-8 (bytes
EF BB BF) → UTF-8 - BOM UTF-16LE (bytes
FF FE) → UTF-16LE - Test UTF-8 → if the text does not contain suspicious characters → UTF-8
- Windows-1250 test → if the text does not contain suspicious characters → Windows-1250
- Fallback → ISO-8859-2
If auto-detection does not select the correct encoding, you can change it manually in the settings of the uploaded file.
System vs. custom file types
| Property | System types | Custom types |
|---|---|---|
| Created | By the Biatec team | By users |
| Available to | All users | Only for the creator |
| Edit settings | No (only for uploaded files) | Yes (both template and file) |
| Encoding | auto (auto-detection) |
As per settings |
| Account rotation | Enabled (for all) | As per settings |
Examples of system types
| File type | Encoding | Delimiter | Date | Header |
|---|---|---|---|---|
| Generic CSV | auto | auto | auto | 1 |
| PayPal | car | , | DMY | 1 |
| Wise | auto | , | YMD | 1 |
| Amazon | auto | , | YMD | 8 |
| GoPay XML | utf-8 | - | YMD | - |
| Adyen | auto | , | YMD | 1 |
| Cdiscount | auto | ; | DMY | 1 |
| Kaufland | car | , | YMD | 1 |
| Tatrabanka CC XML | utf-8 | - | YMD | - |
Note: "-" means that the setting is not used for that type (e.g., XML files do not have a separator).
Setting Inheritance
Settings are inherited in the following order:
- File type — default settings (template)
- Upload — settings are copied from the type to the file upon upload
- File editing — the user can change settings for a specific file
Changing the settings of an uploaded file does not affect the default settings of the type or other uploaded files of the same type.