Short Answer: Click the Edit icon on the uploaded file card to open the Configure modal, update the mappings, then click Save & apply.
PreRequisites
- A file is already uploaded and visible on its card (either Bank statement or Books).
Steps
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Locate the uploaded file card (Bank statement or Books) that displays the filename and an Edit icon.
The uploaded file card is visible with the Edit option. -
Click the Edit icon to open the appropriate configuration modal:
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Configure bank statement
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Configure books data
The Configure modal opens showing Data preview (first 20 rows).
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Adjust the column mappings as needed. For example:
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Transaction date
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Date format
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Description / Narration
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Amount column or amount representation
The updated mapping selections appear in the modal.
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Click Save & apply to confirm the changes and close the modal.
The updated mappings are saved and applied for the reconciliation process.
Troubleshooting
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Changes disappear after closing the modal.
Likely Cause: The modal was closed without clicking "Save & apply".
Action: Reopen Edit, update the mappings again, and click Save & apply to save them.
Note: If you need to use a different file instead of modifying mappings, upload the new file to the same panel and configure it again.