Settings
Tags
Organize and categorize transactions with custom tags.
Tags provide flexible categorization for transactions beyond the chart of accounts and cost centers. Navigate to Settings > Tags.
Creating Tags
- Click New Tag
- Enter a name and optional color
- Save
Using Tags
Tags can be applied to:
- Invoices and bills
- Expenses
- Journal entries
- Contacts
- Projects
Filtering and Reporting
- Filter transaction lists by tag
- Use tags in report filters to analyze specific categories
- Combine tags with cost centers for multi-dimensional analysis
Examples
| Tag | Use Case |
|---|---|
| "Q1 Campaign" | Track costs for a specific marketing campaign |
| "Tax Deductible" | Flag expenses for tax filing |
| "Recurring" | Identify recurring transactions |
| "Review Needed" | Mark items that need attention |