I added Plaid integration and it pulled 90 days worth of transactions into ERPNext.
I ran into a problem when I went into “Open Bank Reconciliation”, to find that the transactions were not reconciled.
It seems to want to match them to Sales Orders, Purchase Orders, but these specific transactions were done via a card and not against anything inside ERPNext specifically.
How do I get these to post/become reconciled?
I can’t make a payment for manually for EACH bank transaction, that would take forever…
I also notice that Plaid doesn’t populate/create supplier and link it to payment. It puts the supplier name in the description…