ERPNext Conference 2019* ERPNext.com Blog

ERPNext v12 - MISSING Bank Statement Import Options

bug

#1

I cannot get bank statement importing to work as per:
Section 3.2 Point 3
https://erpnext.com/docs/user/manual/en/accounts/bank-reconciliation

The menu item “Update Bank Transaction Dates” leads to a page with a headline of “Bank Reconciliation” but this tool is not what the one described in the doc. Also I have not been able to make any sense of manually importing “Bank Transactions” through the general import process - therefore I strongly believe this is a bug. This should be very easy to replicate - it would be great if somebody could let me know if I misunderstood anything or confirm my observations.

Thanks!


#2

Have you checked that the user has the correct permissions/roles?


#3

Try this link: https://your-site-address/desk#bank-reconciliation

Both the manual and semi-automated reconciliation pages have the same name:

If you try to search, it is the Open Bank Reconciliation option


#4

Yes…


#5

Thank you for the hint. Here is what I am getting:

The search as indicated doesn’t find anyhting…

The URL works - however clicking on “Menu/Upload a statement” does nothing… Any idea what’s going on?

I am running
ERPNext: v12.1.2 (version-12)
Frappe Framework: v12.0.12 (version-12)

Thanks!