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In the credit card feed, block transactions serve as indicators marking the beginnings and endings of individual transactions. Given that the credit card feed includes data beyond transactions themselves, these block symbols or characters clearly indicate where transactions are located within the feed.

  1. Expand Expense by clicking on the arrow image-20240621-114849.png .

  2. Expand Credit Card Mapping

  3. Expand CC Template

  4. Click Block Transaction

  5. Click Add

  6. In the New Block Transaction window provide the following:

  • CC Template*: Select the CC Template from the list

  • Block ID*: Enter an ID that represents the blocked transaction

  • Start End*: Select whether you are specifying where the transaction Starts, Ends, or Both

  • Skip Flag*: Select Yes if you want this line to be included in the data load, or No if you do not want this line to be included.

  • Description: Enter a description for the blocked transactions

  • Click Save

An additional tab, Details, will appear at the bottom of the window. Use this tab to specify exactly where the transaction begins or ends.

  • To begin click Add

  • Field Number*: It indicates the position of the field relative to other fields in the data structure.

  • Field Position*: It specifies where the field starts within the data, often measured in characters from the beginning of the record.

  • Field Length*: Indicates the number of characters it occupies within the data structure. It defines the space allocated for storing the field's value.

  • Field Value*: This is the actual data contained within a specific data field. It represents the information or content associated with that particular field in a record.

  • Description: Enter a description for these field details

  • Click Save

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