Hello everyone
I have a business case where client uses .xlsx and .csv files to import invoices/bills and payments/bank statements from another software. After posting all imported data, reconciliation has to be done manually. Due to huge amount of imported data, client doesn't want to do reconciliation manually, rather it should be automated.
I thought of using a scheduled action to be run daily at midnight to do the job.
How can I achieve this functionality ?
Thanks !!
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you can create automatic reconciliation models which will consider the bank entries (debit or credit ) and post the accounting entries according to your user defined modeel