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Fetch select accounts only #69

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marination opened this issue Oct 6, 2023 · 1 comment
Closed

Fetch select accounts only #69

marination opened this issue Oct 6, 2023 · 1 comment
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@marination
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marination commented Oct 6, 2023

Some Users do not want to fetch all accounts from the bank. Eg. Bank Sparkasse has some business and private accounts but we only want the business accounts fetched into ERPNext.

The workaround is to delete the unwanted fetched accounts but every Re-link, users will have to keep deleting unwanted accounts

Solution:

  • Prompt for IBANS optionally on clicking on "Link Bank and Accounts"
  • The scope will be limited to mentioned accounts only
  • Can also store the permitted IBANS in the Bank doctype so users don't have to keep re-adding them
@marination marination added the Feature Request New feature or request label Oct 6, 2023
@marination marination self-assigned this Oct 6, 2023
@marination
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Bump: high priority

@barredterra barredterra reopened this Mar 12, 2024
barredterra added a commit that referenced this issue Mar 12, 2024
barredterra pushed a commit that referenced this issue Mar 12, 2024
# [0.1.0](v0.0.16...v0.1.0) (2024-03-12)

### Features

* add option for test environment ([cd4ca07](cd4ca07))
* bank account selection ([f36ae93](f36ae93)), closes [#91](#91) [#69](#69)
barredterra added a commit that referenced this issue Mar 13, 2024
barredterra pushed a commit that referenced this issue Mar 13, 2024
# [15.1.0](v15.0.0...v15.1.0) (2024-03-13)

### Bug Fixes

* handle empty error object ([5c2ecae](5c2ecae))

### Features

* add option for test environment ([a21803e](a21803e))
* bank account selection ([1cc874d](1cc874d)), closes [#91](#91) [#69](#69)
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