Unrecognized Transactions

Unrecognized transactions are spend entries that Zluri could not automatically match to an application in your inventory. Review these transactions and map them to the correct application so they move into the Recognized tab.

View unrecognized transactions

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

The table shows the following columns:

Filter and customize the view

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

Map an unrecognized transaction

1. On a transaction row, click Assign to App.
2. In the Assign Transaction to Application dialog, search for and select the application the transaction belongs to under Select Application. If the application does not exist yet, click + Add New Application to create it.
3. Decide whether to check Automatically assign all future transactions to this app. Check it only if the transaction description reliably identifies this application every time. Leave it unchecked if the description is generic and could belong to different applications in the future.
4. Click Next.
5. If Zluri finds other past transactions with a similar description, select any additional transactions you also want to map to this application. If none are found, you see a message that no similar transactions were found.
6. Click Assign App.

Unassign or archive transactions in bulk

1. Select one or more transactions using the checkboxes.
2. Click Bulk Actions.
3. Choose Assign Apps to map the selected transactions to an application, or Archive to move them to the Archived tab.

Export unrecognized transactions

1. Click Export.
2. Select the fields you want to include.
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.