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ibertrand/banksync
==================

Bank Transaction Matcher for Magento 2 Invoices and Creditmemos

v0.0.32(2mo ago)01511proprietaryPHPPHP ~8.1CI passing

Since May 25Pushed 2mo ago2 watchersCompare

[ Source](https://github.com/ImanuelBertrand/m2-banksync)[ Packagist](https://packagist.org/packages/ibertrand/banksync)[ RSS](/packages/ibertrand-banksync/feed)WikiDiscussions main Synced 1mo ago

READMEChangelog (10)Dependencies (2)Versions (32)Used By (0)

M2-BankSync
===========

[](#m2-banksync)

M2-BankSync is a Magento 2 module designed to import bank statements and match them with invoices, credit memos. It can automatically send payment reminders and dunnings.

Installation
------------

[](#installation)

```
composer require --no-update ibertrand/banksync
composer update ibertrand/banksync
bin/magento module:enable Ibertrand_BankSync
bin/magento setup:upgrade
bin/magento setup:di:compile
bin/magento setup:static-content:deploy
```

Configuration
-------------

[](#configuration)

Go to `Stores > Configuration > Sales > Bank Sync` to configure the module. Available options are:

Option GroupOptionDescriptionGeneralEnabledEnable or disable the moduleAsync MatchingEnable or disable async matching via cron job (suggested)Support CreditmemosEnable to match credit memos as well as invoicesMatchingDocument Selection > Amount ThresholdMaximum amount difference for matchingDocument Selection > Date ThresholdMax days between payment and invoice creationDocument Selection > Payment MethodsPayment methods to be consideredDocument Selection > Start DateConsider only documents created after this dateDocument Selection > Document Nr PatternRegex to extract document number from purposeDocument Selection > Order Nr PatternRegex to extract order number from purposeDocument Selection > Customer Nr PatternRegex to extract customer number from purposeWeights > Payer NameWeight for name matchingWeights > PurposeWeight for purpose text matchingWeights > AmountWeight for amount matchingWeights > Strict Amount MatchingApply weight for exact matches or linearlyPatterns for purpose matching > Document Increment IDRegex pattern for document ID matchingPatterns for purpose matching > Order Increment IDRegex pattern for order ID matchingPatterns for purpose matching > Customer Increment IDRegex pattern for customer ID matchingMatch confidence thresholds > Acceptance ThresholdThreshold for automatic bookingMatch confidence thresholds > Minimum ThresholdMinimum threshold for match listingDunningsEnabledEnable or disable dunningsAutomatically send dunnings via mailEnable automatic dunning mail dispatchEmail SenderSelect the email identity for dunning mailsPayment due dateSpecify the due date for payments in days after invoiceTypes > Reminder 1, 2, Dunning 1, 2, 3Define individual dunning/reminder types with settingsCSV format settings
-------------------

[](#csv-format-settings)

Different CSV formats can be defiend in the import form: `Sales > Bank Sync > New Transactions > Import new transactions > CSV formats`

Usage
-----

[](#usage)

Go to `Sales > Bank Sync > New Transactions` to import bank statements and compare them with the existing invoices and credit memos. Once you have confirmed the matches (booked the transactions), you'll find them in `Sales > Bank Sync > Booked Transactions`.

###  Health Score

44

—

FairBetter than 92% of packages

Maintenance88

Actively maintained with recent releases

Popularity15

Limited adoption so far

Community9

Small or concentrated contributor base

Maturity54

Maturing project, gaining track record

 Bus Factor1

Top contributor holds 100% of commits — single point of failure

How is this calculated?**Maintenance (25%)** — Last commit recency, latest release date, and issue-to-star ratio. Uses a 2-year decay window.

**Popularity (30%)** — Total and monthly downloads, GitHub stars, and forks. Logarithmic scaling prevents top-heavy scores.

**Community (15%)** — Contributors, dependents, forks, watchers, and maintainers. Measures real ecosystem engagement.

**Maturity (30%)** — Project age, version count, PHP version support, and release stability.

###  Release Activity

Cadence

Every ~34 days

Total

31

Last Release

61d ago

PHP version history (2 changes)v0.0.1PHP ~8.1.0

v0.0.2PHP ~8.1

### Community

Maintainers

![](https://www.gravatar.com/avatar/c6ec06512b21bf45e3bf889291c8a03ca7b19c20e22acc3d5f3d4a6c35c9092d?d=identicon)[Imanuel](/maintainers/Imanuel)

---

Top Contributors

[![ImanuelBertrand](https://avatars.githubusercontent.com/u/15913558?v=4)](https://github.com/ImanuelBertrand "ImanuelBertrand (168 commits)")

###  Code Quality

Static AnalysisRector

Code StylePHP CS Fixer

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![Health badge](/badges/ibertrand-banksync/health.svg)

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