Short Answer: Ensure every required field in the 'Required fields' panel is completed: Header row, Transaction date, Date format, Description / Narration, and Amount representation.
PreRequisites
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The 'Configure credit card statement' modal is open
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You can view all sections under 'Required fields'
Steps
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Scan the 'Required fields' list and confirm each numbered item (1–5) has a selection.
No required fields should be empty. -
Verify 'Header row' points to your column names and that 'Transaction date' and 'Amount column' are set.
All dropdowns should have valid selections. -
Check 'Formatted preview (first 5 rows)' to ensure mappings are valid.
Preview should display correctly without errors. -
Click 'Save & apply' again after completing missing fields.
The button becomes active and applies your mapping.
Troubleshooting
- 'Save & apply' is unresponsive or changes do not save.
LikelyCause: A required field is incomplete or has an invalid selection.
Action: Complete all required fields and ensure selections match your data, then try again.