Hi all,
Due to ERPNext not being able to synchronize transactions with the bank we have been using the bank system to allocate/categorize the transactions to various GL accounts in that system, which has a good AI and able to remember transactions categorizations. We would like to now import these transactions into ERPNext using the data import tool in ERPNext which is not a user-friendly template. The chart of accounts we have in the Bank accounting system is similar to the chart of accounts in ERNext (Except ERPNext ends with the Company short name on the GL account names).
We would like assistance in coming up with a Macro if possible to import these transactions on a daily basis using an Excel report from the bank system or even manual but a working template for ERPNext as we have been having problems understanding how the ERPnext journal template works. Is there someone who can assist with this project, even on a fee basis to achieve this?