Fetch Bank tranaction to ERPNext Accounts

[Hardik_Gadesha]

Hello All,

Is there any solution to fetch all bank transaction into accounts module in erpnext ?

i want to integrate this kind of logic where all bank transaction with particular accounts will be fetch to accounts to cross verify daily transactions.

Thanks,
Hardik Gadesha

[Fred1]

No solution.The community is waiting for the Man that will bring in this feature.Go ahead

[Pau_Rosello_Van_Scho]

I think the problem is that there is no standard way to connect to all existing banks…

If your bank has an API or you can download an xls, csv it shouldn’t bee so difficult to manage

[spoojary]

Bank statement management feature

@AccountingTeam Here is the first draft of ‘Bank Statement Management’ feature that I promised to share in the closed account module group. With this feature, I am also hoping to have a standard open process for ERPNext contributions. I will keep the feature spec in erpnext wiki, which allows organizing contents in a better way, but keep all the feature discussions in this discuss post. I am also tagging account-module-volunteers to get their attention instead of keeping the technical discus…

I have been working on this for last few days. I have my first draft implementation which I used to reconcile for few months of transactions and it seems to be fine. This was done in my custom app, mainly to speed up the process, but I intend to bring it to account module. Obviously that will need lot of work, so your help will be really useful. I will try to upload a gif of my working setup by next week as it might be difficult to visualize the UI without that.