2. Adjust basis proposal and import

Overview

In this screen, the basis proposal can be viewed, adjusted and then finally imported as a proposal into the account module.

To view the proposal, click the Refresh button or make a selection in the organizational filter in the leftmost margin.

If the proposal is as desired, it can be imported straight away using the Import... button. Please refer to Import...

The basis proposal can be adjusted clicking the "Adjust data and periods" button, please refer to Adjust data and periods

If, having exhausted the adjustment options available, the proposal is still not as desired you may have to revert to 1. Create basis proposal in order to rethink the source dataset mapping and to create a revised basis proposal.