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Card Transaction Workflows
Card Transaction Workflows
Jessica L. avatar
Written by Jessica L.
Updated over a week ago

Help Center Article: Understanding Card Transaction Workflows


Welcome to our guide on Card Transaction Workflows! With Card Transaction Workflows, you can automate many transaction-related actions, ensuring efficiency and consistency. This article will guide you through its benefits, setting it up, and making the most of it.

Table of Contents:

  1. What are Card Transaction Workflows?

  2. Why Use Card Transaction Workflows?

  3. Setting Up Your First Workflow

  4. Best Practices and Tips

1. What are Card Transaction Workflows?

Card Transaction Workflows are automated sequences that trigger specific actions based on transactional activities. Think of it as setting up an auto-pilot for managing your transactions.

2. Why Use Card Transaction Workflows?

  • Streamlined Processes: Automate routine tasks such as categorizing, tagging, or flagging transactions from your custom lists.

  • Consistent Management: Ensure every transaction is processed consistently, in line with your company’s financial policies.

  • Save Time: Reduce manual oversight and let the system handle the regular tasks.

3. Setting Up Your First Workflow:

Step-by-Step Guide:

  1. Access Workflows: Navigate to the 'Workflows' section from your dashboard.

  2. Create a New Workflow: Click on the 'Create New Workflow' button.

  3. Define Triggers: Specify what should initiate the workflow. For example, a transaction exceeding a certain amount.

  4. Set Conditions (Optional): Further refine your workflow by adding conditions, e.g., if the transaction is from a specific merchant category.

  5. Determine Actions: Decide what actions should be taken once the triggers and conditions are met, like adding a category.

  6. Save and Activate: Once satisfied with your setup, save and activate your workflow.

4. Best Practices and Tips:

  • Test Before Implementing: Before rolling out a new workflow, test it with a few transactions to ensure it works as intended.

  • Regularly Review and Update: Periodically check your workflows to ensure they align with any changes in company policy or objectives.

  • Less is More: While it's tempting to automate everything, overcomplicating workflows can sometimes lead to inefficiencies. Keep it simple and effective.

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