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Transactions Overview 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
Transaction Rules Transaction Rules let you map, unmap, and archive transactions automatically based on pre-configured conditions and actions Get accurate and reliable spend reporting by mapping transactions to applications
Transactions FAQ FAQ Frequently asked questions about transactions How is spending per user calculated with respect to per month and rolled up for YTD? Spending per user is calculated based on the chargeback settings, which can be configured for each application within the application overview
Transaction Uploads in Zluri The customer can upload the transactions on this tab manually if required They can upload a CSV file with the relevant details Customers can use the filter option in the Uploads section to filter out the transactions they want to view on the platform Please refer to the following snapshot:
Filters - help. zluri. com The Transactions Module presents the entire transaction data for the users, which can be filtered by using the following filters: Transaction ID: This is an ID which is stored in the backend
Intuit Quickbooks Zluri allows you to integrate Intuit Quickbooks to import all financial transactions from Quickbooks to Zluri To integrate Intuit QuickBooks with Zluri, you must visit the integrations page in your Zluri workspace click on 'Intuit QuickBooks'
NetSuite (SOAP) If you maintain all your transactions in Vendor Bills, you can connect this integration Also, if you wish us to filter data based on any specific vendor code or account code, then you should connect to the NetSuite (SOAP) integration
SAP Concur Integration 🤝 Zluri + SAP Concur Zluri lets you discover which users have SAP Concur accounts, how frequently they use them, and optimize spendings based on this data You can also track transactions and expenses
FAQ - help. zluri. com In such cases, all mapped transactions for the application get distributed across the users proportionately For department-wise spending, the spend per user per month is aggregated and displayed
Zluri Settings Overview You can add custom fields to Applications, Users, Departments Transactions to add any additional information you would like to store regarding these entities