Overview

In specific scenarios, our system may encounter challenges in identifying and associating a transaction with a particular app. This can result from discrepancies in transaction descriptions or inaccuracies in the vendor name formatting. To streamline and automate transaction mapping to relevant products, our platform offers a valuable feature known as Custom Mapping Rules. These rules enable the seamless population of the Spend page on Spendflo.

You can easily create these Custom Mapping Rules through the designated section available on the Transactions page. In the following discussion, we will delve into the processes involved in monitoring, managing, and removing these mapping rules to enhance the efficiency and accuracy of the transaction mapping system.

View your existing mapping rules

Click the Custom Mapping rule icon on the top right. You will see a list of all the existing mappings available on the platform.

Edit or delete the existing rules

• Click on the downward arrow to open the menu
• To delete a rule, click Delete
• To edit a mapping click on Edit

• A slider will appear to reassign the transaction a different product
• Search the product
• The reassign flow will begin, for more details please refer Reassign a transaction guide