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alyf-de / banking

An Open Banking Integration with ERPNext
GNU General Public License v3.0
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Automatically link Party Type and Party #17

Closed barredterra closed 1 year ago

barredterra commented 1 year ago

Party Type and Party should be set automatically in Bank Transaction.

Match against Supplier, Customer and Employee records.

Prerequisite: add Party IBAN field to Bank Transaction.

Flow:

  1. check if earlier transactions with the same IBAN have a party linked and reuse that
  2. try to match any Bank Accounts linked to the party
  3. fuzzy-match full name against Supplier, Customer and Employee records
barredterra commented 1 year ago

Closing as duplicate of https://github.com/frappe/erpnext/issues/34477