How to "Map Transactions" to Applications or "Archive it"?

This section lists the transactions unrelated to SaaS products or could not be determined which SaaS product to be mapped to. These transactions will not be reflected in the dashboard until they are mapped to an application.

Assigning Transactions to a Product 

To assign an unrecognized transaction to a product, hover your mouse cursor on the right-hand side of the row, and you will see an ‘Assign to App’ option. 

Clicking on the ‘Assign to App’ option will show a popup where you can search for an application & select it.

After selecting the application and clicking next, you will see all similar transactions in the past. You can select all those transactions you wish to map to the app & click ‘Assign App’.

Important: The checkbox “Automatically map all future transactions to this app” is essential to set appropriately. If you tick it, all future transactions with the same description will continue to map to the same product. If the transaction description is generic and should not always map to the same product, you must keep it unticked.

Bulk Assigning/Archiving Transactions

You can select multiple transactions and click ‘Assign Apps’ or ‘Archive’. 

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How to "Map Transactions" to Applications or "Archive it"?

Modified on Tue, 27 Dec 2022 at 05:00 PM

This section lists the transactions unrelated to SaaS products or could not be determined which SaaS product to be mapped to. These transactions will not be reflected in the dashboard until they are mapped to an application.

Assigning Transactions to a Product 

To assign an unrecognized transaction to a product, hover your mouse cursor on the right-hand side of the row, and you will see an ‘Assign to App’ option. 

Clicking on the ‘Assign to App’ option will show a popup where you can search for an application & select it.

After selecting the application and clicking next, you will see all similar transactions in the past. You can select all those transactions you wish to map to the app & click ‘Assign App’.

Important: The checkbox “Automatically map all future transactions to this app” is essential to set appropriately. If you tick it, all future transactions with the same description will continue to map to the same product. If the transaction description is generic and should not always map to the same product, you must keep it unticked.

Bulk Assigning/Archiving Transactions

You can select multiple transactions and click ‘Assign Apps’ or ‘Archive’. 

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