Transactions

The Transactions section reflects the transactional data from your financial integrations or uploaded CSV files with Zluri. We currently support integrations with Intuit Quickbooks, Zoho Books, Zoho Expense, Expensify, Netsuite and many more. Zluri will build more integrations in future and add to this list.

From the Zluri Home page, if we go to Sources - - > Integrations - - > Browse Catalog, we can get all the financial integrations currently supported if we search “finance” under Categories. Please refer to the below snapshots:

 This is how the Transactions section currently looks:

    
There are five sections within Transactions:

1. Recognised Transactions: These are the transactions which Zluri has recognised from the financial integrations and has mapped to an application and are SaaS related. For mapping the transaction, we use the Transaction Description. If the Transaction Description matches the application name, Zluri maps the transaction to that application.
2. Unrecognised Transactions: These are the transactions unrelated to SaaS, or Zluri has not been able to recognise from the financial integrations and has not mapped to any application.
3. Archived Transactions: These are the transactions which are non-SaaS related. Also, any other transaction that customers don’t want to be included can be archived. Customers can move these types of transactions to Archive so that their data is not visible on the dashboard.
4. Payment Methods: Customers can add payment methods like Credit cards, Bank Accounts and other Payment Options on this page. Zluri sends notifications to customers if any payment method is nearing its expiry date. 
5. Uploads: The customer can upload the transaction data as a CSV file which needs to have data in a specific format to upload the data.