Bank Statement Import (QIF / OFX) #1393
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Adds button to the Journal Entries Page & sidebar to import a bank statement from a QIF or OFX file.
Updated Entry Type From Journal Entry to Bank Entry
Allow Editing of Submitted Journal Transaction If The Type Is Bank Entry. This allows transactions to be allocated after they have been imported instead of just sitting in the suspense account.
…d of submitted Changed logic to make imported entries "Not Submitted" (Draft) instead of submitted. Also restored JournalEntry.ts, JournalEntryAccount.ts and doc.ts to their original values as edited submitted transactions is no longer required.
Ran "yarn lint --fix" to fix lint issues identified by GitHub.
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To better align with the principles of the existing program, I have now edited the code so that it creates the bank statement entries as "Not Submitted" (drafts) instead of submitted and then allowing editing of submitted Bank Entry transactions. |
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Adds button to the Journal Entries Page & sidebar to import a bank statement from a QIF or OFX file. It also allows Journal Transactions to be edited if the Entry Type is "Bank Entry" to allow manual allocation of these transactions.
(Resubmitting due to noticing a bug in the original file - the description from the bank statement wasn't being added - this is now added to the User Remark Field).
Here are some screenshots:
