When adding a Plaid bank account, at the end of the process you have to select the linked Company. If the Company does not exist, you have a link to create one, but the Plaid bank account information is lost. This means you have to start from scratch. It would make more sense as the first step of adding the Bank Account.
The information requested at the first step should also include the start date for bank transactions found on the Bank Account:
Context information (for bug reports)
File requiring change:
erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js
Output of bench version
erpnext 12.3.1
frappe 12.1.0
Steps to reproduce the issue
Configure Plaid
Select Link a new bank account
Go through bank account addition process
Try to enter a company and select the Create a new Company link
Observed result
Takes you away from the page and the Plaid bank account info is not saved
Expected result
All information for adding the bank account should already be known and it should save immediately, i.e. Create the Company as the first step of the process.
Note the Company MUST also have a 'Bank Account' Account from the Chart of Accounts created and selected:
Account Settings - Default Bank Account
Description of the issue
When adding a Plaid bank account, at the end of the process you have to select the linked Company. If the Company does not exist, you have a link to create one, but the Plaid bank account information is lost. This means you have to start from scratch. It would make more sense as the first step of adding the Bank Account.
The information requested at the first step should also include the start date for bank transactions found on the Bank Account:
Context information (for bug reports)
File requiring change: erpnext/erpnext_integrations/doctype/plaid_settings/plaid_settings.js Output of
bench version
Steps to reproduce the issue
Link a new bank account
Create a new Company
linkObserved result
Takes you away from the page and the Plaid bank account info is not saved
Expected result
All information for adding the bank account should already be known and it should save immediately, i.e. Create the Company as the first step of the process. Note the Company MUST also have a 'Bank Account' Account from the Chart of Accounts created and selected: Account Settings - Default Bank Account
Additional information
Ubuntu 18.04