Friday, November 25, 2022
1 change · master
Resolved issues and error corrections
The bank dashboard now shows the right action depending on how bank feeds are configured. Users can more easily import statements, start online synchronization, fetch transactions, or reconcile items without confusing or missing options.
Original PR description
… on dashboard When the bank feeds is set to: - 'Undefined yet' : I need to be able either to import or to create an online synchronization. - Import(CAMT, CODA, CSV, OFX, QIF) :Then I need the "import statement" link if "Reconcile X items" is the primary CTA. Import statement becomes a primary CTA when nothing is left to reconcile on this specific journal. - Automated Bank Synchronization : - Either I effectively have a bank sync, then I need to be able to fetch transactions from the journal - Or I don't really have a bank sync (because I modified the config of the bank feeds manually for example), then I need to be able to create an online sync task-3043449