Home Credit Card Reconciliation How do I save or cancel the configuration?

How do I save or cancel the configuration?

Last updated on Apr 29, 2026

Short Answer: Click 'Save & apply' to apply your mapping, or click 'Cancel' to close the modal without saving.

PreRequisites

  1. You have completed or reviewed the required fields in the 'Required fields' panel

  2. The 'Configure credit card statement' modal is open

Steps

  1. After confirming mappings and reviewing 'Formatted preview (first 5 rows)', locate the action buttons at the bottom of the modal.
    You see 'Cancel' on the left and 'Save & apply' on the right.

  2. To save, click 'Save & apply'.
    Your mapping is applied and the modal closes (or confirms the save).

  3. To discard changes, click 'Cancel'.
    The modal closes without applying the new mappings.

  4. If unsure, re-check the 'Formatted preview (first 5 rows)' before saving.
    This helps avoid saving incorrect mappings.

Troubleshooting

  1. 'Save & apply' does not work or is not clickable.
    LikelyCause: One or more required fields are incomplete or invalid.
    Action: Verify all fields in the 'Required fields' panel (Header row, Transaction date, Date format, Description / Narration, Amount representation) and correct them, then try again.

Note: The 'Save & apply' button is highlighted on the right; use 'Cancel' to exit without saving changes.