Hi all,
Is it possible to create rules and AI in the banking reconciliation tool to assign transactions based on past transactions? This is possible with Quickbooks and other modern apps so that data capture is quicker. I like ERPNext enhancement of the Bank Reconciliation Tool but we need to have rules so that if for example, a transaction in the bank account has the same reference or description the system suggests that it gets posted/allocated to a certain account as defined/treated in the past. This is some form of AI that needs to be in modern tools to reduce time categorizing transactions.
you are right, it would be great if bank reconconilation have feature like bank rule