[Release Notes] Version 11.1.0!

Yogesh_Sharma · January 30, 2019, 5:45am

@snv
Where can I find details on Bank Statement Upload process ?
https://erpnext.org/releases/version-11/features/accounting just has very brief information. Looking for details instruction on how to use this feature.

Thank you,

snv · January 30, 2019, 5:47am

Please dont @-tag unless you face a critical issue.

snv · January 30, 2019, 5:50am

https://erpnext.org/docs/user/manual/en/accounts/tools/bank-reconciliation.md

Yogesh_Sharma · January 30, 2019, 5:52am

Noted. Thanks

Yogesh_Sharma · January 30, 2019, 5:54am

Reconciliation is “Bank Statement Upload” ?

I was assuming that upload feature will allow me to import qif bank statement so I do not have to do manual journal entries.

Thanks

snv · January 30, 2019, 5:55am

No, it is for reconciliation only.

EDIT: This is being enhanced (to be merged):

github.com/frappe/erpnext

feat: Reconciliation dashboard and Plaid integration

frappe:hotfix ← chdecultot:plaid_reconciliation

opened 02:37PM - 12 Dec 18 UTC

chdecultot

+4206 -102

Dear all, Please find attached a PR for the redesign of the Bank Reconciliati…on tool. This new tool is based on the issue https://github.com/frappe/erpnext/issues/15600 The corresponding doc will be available in the Foundation app. This feature contains two parts: 1. An integration with Plaid.com to allow the synchronization of bank accounts for users willing to subscribe to Plaid. - Addition of a new account ![new_account_creation](https://user-images.githubusercontent.com/4903591/49875770-1cc7cf00-fe22-11e8-86d9-5591b1931253.gif) - Synchronization of an account ![plaid_synchronization](https://user-images.githubusercontent.com/4903591/49875769-1c2f3880-fe22-11e8-9cdc-92154b11df08.gif) 2. An manual upload tool with a reconciliation dashboard - Upload of a bank statement ![bank_transaction_upload](https://user-images.githubusercontent.com/4903591/49875865-5f89a700-fe22-11e8-8019-178a280aafc9.gif) - Semi-auto reconciliation ![auto_reconciliation](https://user-images.githubusercontent.com/4903591/49875925-7fb96600-fe22-11e8-93bb-649390bd395d.gif) - Manual reconciliation ![manual_reconciliation](https://user-images.githubusercontent.com/4903591/49875937-8c3dbe80-fe22-11e8-9e39-4f18dbcf6fe0.gif) You can also create a new invoice/payment entry or expense claim directly from a bank transaction. Please let me know if you have any question. Best regards, Charles-Henri

ragh · January 30, 2019, 5:59am

Hi @snv
Custom Script Reports related API’s merged?

Thanks,
Ragh.

snv · January 30, 2019, 6:01am

To answer your question, I don’t know what you’re talking about.
You can check the pull requests on GitHub.

ragh · January 30, 2019, 6:06am

Okay. Thanks!!

Helio_Jesus · January 30, 2019, 3:13pm

Congrats to all of us using, fixing and promoting such a good tool of work.

quadtree · January 31, 2019, 12:15am

Hi folks!! Ver 11 looks really amazing. But I’m facing a trouble, v 11.1 doesn’t run any of my previous Custom Scripts at all!!.. migrating from previous v10, not even for debugging. I saw a few changes on documentation regarding the use with ‘refresh’ and refresh: { func… Tried both and none seems to execute the code. Anyone facing same thing? regards!

deatram · January 31, 2019, 3:15am

same issue here. just went to check now after seeing your post and found out my custom scripts don’t work anymore.

ishanloya · January 31, 2019, 6:15am

So am I. For e.g, I have a Purchase Order Approval workflow in which the status goes from Draft to ‘To Receive and Bill’ directly even though it should ideally go to the next defined workflow state ‘Pending Approval’

johnskywalker · January 31, 2019, 6:50am

Here’s what I did, I duplicated the workflow. And then I gave access to workflow action to that particular Role. I noticed that in the v11 update there’s a new doctype workflow action.

wale · January 31, 2019, 8:35am

Hi ,

Workflows and Custom Scripts are used extensively by many ERPNext users. I think it is critical to provide a step-by-step guide on how this should be managed when migrating from V10 => V11

It can be quite devastating, in some cases, to upgrade and discover all your Workflows and Custom Scripts have stopped working!!

This needs to be looked into seriously

Thanks

johnskywalker · January 31, 2019, 9:15am

In case you guys having problems with page/report roles,

You may use this code I made:

gist.github.com

https://gist.github.com/jvfiel/3f9e5a07cfc5362665f21de9a4a3ad59

init.py

import frappe

#khs.kong_hua_school.update_report_roles
def update_report_roles():
    #KHS Student Rankings
    #KHS Mastersheets
    #KHS Report Cards
    #Kong Hua School
    for report in frappe.db.sql("""SELECT name FROM `tabReport` WHERE `tabReport`.module 
                                                              IN ('KHS Student Rankings',

This file has been truncated. show original

saurabh2804 · January 31, 2019, 9:55am

I have observed that I can no longer customize core frappe DocTypes like “User”. Is there any workaround? I need to add a few fields to the User DocTypes.

snv · January 31, 2019, 10:06am

A contact (which has a user link) can be customised. What is the usecase for customising the user doctype?

saurabh2804 · January 31, 2019, 10:18am

Use case would be if we need additional information from the user during signup itself, like profession, City, etc. Since the Signup Page defaults to the User DocType, it would have been best if I could customize the User DocType after adding the required fields. Is there a better way to go about this? I could make a web form with a custom DocType but how would I add the OTP functionality to it?

bedo · January 31, 2019, 3:34pm

Is possible to have two version (v 10 and v 11) on one server? Right now we have two sites, one for testing/trying/experimenting/learning and another one for production. But both sites run the same frappe/erpnext version.

How can I switch one site only to v11 and keep production in v10 until I test everything? Is this possible? Or only by using another server / virtual machine?