Transaction Settings

This section allows you to control how credit card transactions are handled and validated in your system. These settings help ensure accuracy, visibility, and consistency when processing card-related expenses.

Key Features:

• Validate Vendor in Credit Cards
  Links each credit card transaction with vendor data pulled from your ERP system for better accuracy and reporting.

• Enable Cardholder Visibility for Assigned Transactions
  Lets cardholders view their own transactions, even if those transactions are already assigned to an approver.

• Enable Configurable Transaction Allocations
  Allows you to customize and configure allocation fields across different transaction types based on your needs.

• Duplicate Check on Transaction Upload
  Prevents duplicate rows from being uploaded through Excel. The system checks for duplicates using a combination of:

  • Transaction Date

  • Vendor

  • Cardholder

  • Last 4 Digits of Card

  • Amount

• Notify on Bank Connection Issues
  Sends an email alert if Briq is unable to connect to your bank and retrieve transaction data.