Home Vendor Reconciliation How do I save the field mappings and apply them?

How do I save the field mappings and apply them?

Last updated on Apr 28, 2026

Short Answer: After mapping required fields, click the yellow "Save & apply" button at the bottom-right to save and apply your settings.

PreRequisites

  1. You have configured "1. Select sheet", "2. Header row", "3. Transaction date", "4. Date format", and chosen reference/amount options as needed.

Steps

  1. Verify all mappings in the right panel and confirm sample rows in "Data preview (20 rows)" look correct.
    Preview matches expected column interpretation.

  2. Click the yellow "Save & apply" button at the bottom-right of the dialog.
    The dialog saves your configuration and closes (or the application proceeds with reconciliation).

  3. If you do not want to save changes, click "Cancel" or the X in the top-right to exit.
    No changes are saved and the dialog closes.

Troubleshooting

  1. "Save & apply" is unresponsive or disabled.
    LikelyCause: One or more required mappings (sheet, header row, transaction date) may be incomplete or invalid.
    Action: Confirm entries for "1. Select sheet", "2. Header row", and "3. Transaction date" and correct any issues visible in the preview, then try "Save & apply" again.