The Excel import dialog no longer has the "Also load counterparties & purposes" checkbox — BT import now only creates Bank Transactions. Registries (Bank Integration Customer/Supplier/Purpose) are populated exclusively through the "Load Data" button on the Bank Integration form. Since BTs are now always imported without a party, Create & Reconcile resolves it: a BT's bank_party_name (the counterparty text from the file) is looked up in the customer/supplier mappings, and if that counterparty is mapped to an ERPNext party, the txn gets that party — so counterparty-based transaction-mapping rules match and the created PE/JE carries the party. A safety guard: a party is only attached to a Payment Entry when one of the GL accounts is Receivable/Payable. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com> |
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| jey_erp | ||
| .gitignore | ||
| BANK_INTEGRATION_PLAN.md | ||
| README.md | ||
| TASK_CONTEXT.md | ||
| license.txt | ||
| pyproject.toml | ||
README.md
Jey Erp
Azerbaijan localization for JeyERP
License
unlicense