Matcha

bench get-app https://github.com/Negentropy-Solutions/matcha

[![Listed on Frappe Gems](https://frappegems.com/api/method/frappe_gems.seo.badge?app=Negentropy-Solutions%2Fmatcha)](https://frappegems.com/gems/apps/Negentropy-Solutions/matcha)

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Faster payment reconciliation for ERPNext

Issues · Repository · Negentropy Solutions

Matcha is an open-source app for reconciling **Payment Entries** against **open invoices** in [ERPNext](https://frappe.io/erpnext). It is built on [Frappe Framework](https://frappeframework.com) with a React UI and is available at the `/matcha` route on your site.

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### Features ##### Reconcile workspace (company + date scoped) - Select company and date range to load only relevant records. - Use search, received/paid filters, and multi-select for faster processing. - Work in a two-panel layout: payments on the left, matching invoices on the right. ##### Dashboard summary cards - Track `Unmatched payments`, `Open invoices`, `Overdue invoices`, and `Unmatched value`. - Prioritize urgent items quickly before starting reconciliation. - Values are shown in company context for better decision-making. ##### Allocation tray with amount controls - Allocate one payment to one or many invoices. - Select multiple payments and split allocations as needed. - Adjust per-invoice allocation values before posting. ##### FX gain/loss preview - Preview estimated FX impact before final reconciliation. - See gain/loss in company base currency. - Confirm with full visibility when reconciling multi-currency transactions. ##### Cross-company (XCO) reconciliation - Reconcile payments and invoices across different companies. - Matcha prepares and posts intercompany Journal Entries using bridge accounts. - Keep linked records traceable from history after posting. ##### Exceptions tab - View unmatched payments and ageing invoices in one place. - Use independent search and pagination for each list. - Jump directly into reconciliation from an exception item. ##### History + undo - Every action is recorded in `Matcha Payment Reconciliation Log`. - Filter history by date and party to audit changes quickly. - Undo reconciliations when corrections are required. ##### Configuration via Matcha Settings - Configure `Intercompany Transfer Accounts` in `Matcha Settings`. - Add one bridge account per company in `Matcha Intercompany Account`. - Required for cross-company reconciliation flows. ### Installation **Supported versions** - **Frappe**: `>=15.0.0` and `<16.0.0` (v15 benches) - **ERPNext**: `>=15.0.0` and `<16.0.0` - **Python**: `>=3.10` These match `[tool.bench.frappe-dependencies]` in `pyproject.toml`. Use a v15 bench; do not install on v14 or v16 unless you publish a release that explicitly supports those ranges. You can install this app using the [bench](https://github.com/frappe/bench) CLI: ```bash cd $PATH_TO_YOUR_BENCH bench get-app https://github.com/Negentropy-Solutions/matcha.git bench install-app matcha ``` ### Contributing This app uses `pre-commit` for code formatting and linting. Please [install pre-commit](https://pre-commit.com/#installation) and enable it for this repository: ```bash cd apps/matcha pre-commit install ``` Pre-commit is configured to use the following tools for checking and formatting your code: - ruff - eslint - prettier - pyupgrade ### License AGPLv3