Workspace / Data
Bring it in. Review it. Send it where it belongs.
Save where a data type comes from, where it should go, its format, and replacement rule.
Demo and read-only roles can inspect templates but cannot save them.
Revisions are immutable; retirement never erases history.
Updated 2026-07-31
From
Bank activity workbook
File upload
To
Operating account transactions
FINUXI transactions
Updated 2026-08-01
From
Approved AP exception run
Approved AP run
To
Controller review workbook
Excel
Preview before import. Review before external delivery or replacement. Saved templates never run by themselves.
