Manually Assigning Transactions to Products

Created by Shubham Saxena, Modified on Fri, 25 Aug 2023 at 04:26 AM by Shubham Saxena


The transactions page serves as the central hub for all your financial transactions, whether they come from Finance integrations or CSV uploads. Spendflo seamlessly maps these transactions to the corresponding products within the Spendflo App. On the transactions page, you can easily review all the mapped transactions, assign a product to any unmapped transactions, and even remap transactions to different products as needed.

The Transactions page only works and has values if you have integrated Spendflo with your finance system or if you upload a Transaction CSV

Open the Transactions page

  • There are 2 ways to navigate to the transaction page, Go to Management>Spend>You'll see a section called "View Transaction" or simply go to Settings>Management Hub>Transactions
  • You will see the table with the list of vendors, description, status, etc.
  • Spendflo automatically maps the transactions with the Products available on the platform, and for them, the status would be recognized.
  • For the products that our system has difficulty recognizing, you have the option to map that transaction to a Product.

Assign an unrecognized transaction

  • You need to map the transactions where the Product field is empty. An Assign button is available in the next column.
  • Click Assign

Search for a Product

  • A modal will open on the right to search for the product you want it to be
  • Mapped search the product, select the product from the drop-down, and
  • Click on Assign

Custom Mapping rule

  • In the next screen, you can either assign the product without creating a mapping rule or create a rule to assign the vendor with the exact description of the selected product in the future.
  • You can check or uncheck the Create a Rule button based on your requirements. Click Assign, and the product will be mapped to the transaction.

Automatically assign similar transactions.

  • After assigning a product to a transaction, the system can identify if there are similar transactions with similar descriptions and values on the table.
  • If such is the case, you will get a prompt to assign similar values with the same mapping rule; you can check the box if you want the transactions to be mapped or uncheck it if it's not required.

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