Reassign or Archive a Transaction

Created by Shubham Saxena, Modified on Fri, 25 Aug, 2023 at 4:22 AM by Shubham Saxena


The transactions page acts as a central hub for all your transactions, whether they originate from Finance integrations or CSV uploads. Spendflo seamlessly maps these transactions to the corresponding products within the Spendflo App. On this page, you can conveniently review all the mapped transactions, assign products to any unmapped transactions, and also remap transactions to different products if needed.

Please note that the Transactions page will only be operational and display data if you have integrated Spendflo with your finance system or if you have uploaded a Transaction CSV.

Open the Transactions page

  • Go to Spendflo>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.
  • If you want to edit or remap a mapped transaction, click on the Reassign button for a Recognised transaction.

Search for a Product

  • You’ll get an option to search for a different product, do your search and select the product from the dropdown list
  • Click on Reassign

Custom Mapping rule

  • In the next screen, you can either reassign all the transactions from the list with the same vendor and description or just one transaction. You can check or uncheck the box based on your requirements.
  • You can also create a rule for future transactions to be assigned to the product automatically.
  • Click on Ressign

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