Recognized Transactions

Recognized transactions are spend entries that Zluri has matched to an application in your inventory. Recognized transactions are reflected in your dashboard and in individual application spending.

View recognized transactions

1. Go to Spends > Transactions.
2. Click the Recognised tab.

The table shows the following columns by default:

Scroll right or use the column icon to add these fields: Payment Method, Last Digits, Transaction Type, Account Name, Vendor, Amortization Start Date, Amortization End Date, Cost Center Name, Cost Center Code, Po Number, Updated By, and Action Type.

Filter and customize the view

1. Click Filter to narrow the list by specific criteria.
2. Click the column icon to choose which fields appear in the table.
3. Use the Search bar to find a specific transaction.

Add a transaction manually

1. Click Add.
2. In the Add Transaction Manually panel, search for and select the application the transaction belongs to.
3. Enter the Amount and select the currency.
4. Set the Transaction Date.
5. Select a Payment Method, or add a new one if none exist yet.
6. Click Add Transaction.

Unassign or archive transactions in bulk

1. Select one or more transactions using the checkboxes.
2. Click Bulk Edit.
3. Choose Unassign Apps to move the transactions to the Unrecognised tab, or Archive to move them to the Archived tab.

Change the payment method

1. Select one or more transactions using the checkboxes.
2. Click Change Payment Method.
3. Search for and select a payment method, or click Remove payment method to clear it.

To add or manage payment methods, see Payment Methods.

Export recognized transactions

1. Click Export.
2. In the Export Recognised Transactions Data panel, select the fields you want to include, or check Showing [n] fields to select all visible columns.
3. Under Include, choose All Transactions, Selected Transactions, or Filtered Transactions.
4. Under File Type, choose CSV or CSV for Excel.
5. Click Start Export.