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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

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