How do I save or cancel my configuration?

Short Answer: Click ‘Save & apply’ to save your mapping, or click ‘Cancel’ (or the ‘x’) to exit without saving.

PreRequisites

1. Required fields have been reviewed or filled

2. Configure customer statement dialog is open

Steps

1. Cancel without saving.
   Click ‘Cancel’ at the bottom or the ‘x’ at the top-right to close the dialog without applying changes.

2. Save your configuration.
   Click the yellow ‘Save & apply’ button to save your mapping and proceed.

Troubleshooting

1. ‘Save & apply’ does not work
   Likely Cause: Some required fields are incomplete
   Action: Fill all required fields in the panel and try again

Note: Use ‘Save & apply’ to confirm changes; use ‘Cancel’ only if you want to discard them.