Improving the Bank Syncing experience in ERPNext

This talk takes the audience through the various enhancements done at various steps of the Bank Reconciliation process.

1. A brief introduction to Bank Reconciliation and its importance
2. Stages of the Reconciliation Process

  a. Syncing/Fetching Transactions

  b. Organising/Labelling Transactions

  c. Improving the Bank Reconciliation Tool experience

1. Syncing/Fetching Transactions: Introduction to ALYF Banking
2. ALYF Banking: Overview of the App structure (Admin and Client App), Features Overview [Apps are closed source for now as they utilize a paid service that needs customer signups. We plan to open source in due time.]
3. Organising/Labelling Transactions: Party Auto-Matching [available from v14+ in ERPNext]
4. Party Auto-Matching: Explanation of Algorithm
5. Improving the Bank Reconciliation Tool experience: Visual of new Bank Reco UI [under review, will be available from v15 in ERPNext ]
6. New Bank Reco UI: Show and Tell (Two Pane approach, multiple tabs, summary updates on selecting vouchers to reconcile, Reason why match occurred, One step reconciliation, Better matching with more parameters considered)