How do I save or cancel my configuration in the Configure entity A statement dialog?

Short Answer: Click 'Save & apply' to save mappings and close the dialog, or 'Cancel' to close without saving. You can also click the 'x' at top-right to exit.

PreRequisites

1. Mapping fields configured under Required fields

2. Configure entity A statement dialog open

Steps

1. Review all settings under 'Required fields' to ensure selections are correct (items 1–6).
   All required controls have valid selections.

2. To save changes, click the orange 'Save & apply' button at the bottom-right.
   The dialog saves and closes; your mapping is applied.

3. To discard changes, click the 'Cancel' button at the bottom-left or click the 'x' at the top-right.
   The dialog closes and no changes are saved.

4. If 'Save & apply' does not respond, check for any missing selections in the Required fields panel and correct them.
   You can save once all required items are completed.

Troubleshooting

1. 'Save & apply' does not save or remains inactive.
   LikelyCause: One or more Required fields are not filled in or there is a validation issue.
   Action: Complete selections for '1. Select sheet', '2. Header row', '3. Transaction date', '4. Date format', '5. Reference / Description', and '6. Amount representation', then try 'Save & apply' again.

Note: Use 'Cancel' to safely leave the dialog without applying changes; use 'Save & apply' when mappings are correct.