Best technique to match bank/credit card statements with ERPNext

ERPNext
1

I’m looking for a more efficient way of matching the statements from my banks, paypal, credit cards with erpnext.

I’m currently using the general ledger but I was wondering if there are no other options.
I tried bank reconciliation tool but there are issues if the date is before the posted one. and we cannot see opening and closing directly in this menu to know if we’re good or not.

Is there any other ways of doing this? How do you do that every month? I dont have a lot of transactions but it takes a lot of time.

Thanks

2

Currently some work is in progress for Bank Reconciliation, here is the issue on github, however configuring fully automated bank recon which fetches balances from bank account near real time may require use of some paid APIs like yodlee

1 Like