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self spreading (imported (details, view in ml, import, cancel/delete),…
self spreading
imported
details
view in ml
import
cancel/delete
ready for import
details
view in ml
import
cancel/delete
processing
details
cancel/delete
new automated spreading proposal
new entity
financial template automatically created from automated spreads
existing entity
when financial template is imported and templates don't match, the user is prompted to fix the issue.
when imported, user receives message:"importing financials will change the financial template. are you sure you want to do this?"
yes cancel