{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c2fd9af988694f82862a67b1d5c6a03a\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c2fd9af988694f82862a67b1d5c6a03a-1bd4ea6104426204.gif","duration":369.298,"title":"MTDIT Bridging Template Workflow Guide","description":"This Loom explains the MTDIT bridging solution for clients who keep financial records outside KPM. It shows how to access the correct template by going to the submissions area, selecting the client and income source, then downloading the sample file from digital records to enter income and expense transactions. For sole trader, it covers fields such as invoice number, party name, invoice date, transaction type and categories, the disallowed selection that excludes records from import, and an adjustment section. It also notes UK property and foreign property templates follow the same process but have property-specific categories. When uploading the completed Excel file, a warning states existing records will be permanently deleted and replaced, then KPM validates and provides success, duplicates, and error lists."}