Accounting Transactions

The Accounting Transaction tool is available on a request basis. Please reach out to Blissfully Support under live chats or email [email protected] if you'd like to participate in beta testing.
Accounting transactions is an experimental tool that allows you to assign, update and remove transactions associated with an application.  The table list all transactions from your Accounting and Finance integrations.  It does not support email detected invoices and spend records.  
Navigate to Blissfully > Labs. 
You may find sensitive information under the transaction tool. We recommend limiting access to your finance admins. 
The table contains transaction date, amount, source, memo/transaction description, and app associated with the spend data. Blissfully automatically link the spend to apps according to the keywords found under memo. 

All transactions dropdown allows you to find matched and unmatched transactions. You can search for keywords and/or Filter by source. 
You can edit or add an app association for individual records by clicking on the App and selecting the correct app. 

For recurring transactions, navigate to the Rules tab. Click on + New and create a logic to assign the app to all existing and future transactions. We reference the memo information to find Exact Matches, Start With or Included keywords. 

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Manually Adding Spend Transactions

Last modified 10mo ago

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