ERPNext Bank Reconciliation Tool
ERPNext Bank Reconciliation Tool
The built-in bank reconciliation tool that ships with ERPNext. Lives
at the Bank Reconciliation Tool entry in the awesomebar.
Both Mint and Advanced Bank
Reconciliation effectively replace
or extend it — but it's still there, still works, and is the right
choice in some scenarios.
When to use it
- Low volume. Up to ~30 Bank Transactions per period is fine to
click through manually here. - You don't want to install another app. Mint / ABR are
separate apps; the built-in tool ships with ERPNext. - First-pass before installing Mint / ABR. It's worth getting
comfortable with the standard flow first so you understand what
the alternatives change.
How it works
- Open Bank Reconciliation Tool → pick Company + Bank Account +
date range. - The tool lists unreconciled Bank Transactions on the left.
- Click a transaction → ERPNext suggests matches from Payment
Entries / Journal Entries / unpaid invoices, sorted by best
guess. - Click a match → it's reconciled.
- No auto-reconciliation, no rules engine — every match is a
human click.
Limitations
- One transaction at a time. No bulk operations.
- No fuzzy search. You scroll through candidates or use the
basic filters. - No statement import optimisation. Goes through ERPNext's
standard Bank Statement Import; Mint's import is more forgiving.
Prilk support
Built into ERPNext, supported as standard. For real-world Dutch SMB
workflows we typically recommend installing either Mint or ABR
(or both) — see Reconciliation for the
comparison.
Last updated 3 months ago
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