I have tested the bank reconciliation function by uploading a few bank statements for an account. I am happy to report everything is working great!
When I did the initial upload, I had the Credit/Debit fields reversed in my CSV file. So ERPNext cannot match any of the transactions. I re-imported with the fields swapped and ERPNext matches everything up perfectly.
The question I have is, how can I delete the imported data that has the credit/debit fields swapped? If I have to delete all upload transactions, that is fine too as I haven’t reconciled anything yet.
Thx for the feedback
But I am looking for basic steps which should work, required setup and transaction I am not able to use erpnext docs as it is, missing sync with current version v12.10.1.
Thx in advance.