Best Practices

  • Please use the transaction type/account type filters to fetch only relevant transactions from the financial systems. If unsure, you can connect without applying filters and see the transaction data with transaction type and account type data in the platform. 

  • Zluri automatically maps transactions to SaaS applications by matching the transaction description with application names. In case it’s not able to map, you can map manually and select ‘Auto assign for all future transactions’ so that Zluri can save the pattern and map all transactions of similar patterns to the same application.

  • Always check the unrecognised section of the transactions tab. You can move those transactions either to the recognized tab if it's a SaaS-related transaction or to the archived tab if it's a non-SaaS-related transaction.

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Best Practices

Modified on Fri, 30 Dec 2022 at 11:09 PM

  • Please use the transaction type/account type filters to fetch only relevant transactions from the financial systems. If unsure, you can connect without applying filters and see the transaction data with transaction type and account type data in the platform. 

  • Zluri automatically maps transactions to SaaS applications by matching the transaction description with application names. In case it’s not able to map, you can map manually and select ‘Auto assign for all future transactions’ so that Zluri can save the pattern and map all transactions of similar patterns to the same application.

  • Always check the unrecognised section of the transactions tab. You can move those transactions either to the recognized tab if it's a SaaS-related transaction or to the archived tab if it's a non-SaaS-related transaction.

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