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>
Ali
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