Contents x
- Welcome to Genuity
- Connector Integration Guides
- Connector List
- AWS Asset Connector
- Expensify
- AWS Cloud Usage
- Bank Account
- Bill.com
- Cisco Meraki
- Credit Card
- Excel
- Google Workspace User Import
- Google Workspace Usage Connector
- Genuity Asset Windows Agents
- Genuity Asset MAC Agents
- Genuity Asset Self-Onboarding
- Genuity Asset Probe
- Jamf Pro
- Kandji Asset Connector
- Kaseya
- Microsoft Active Directory (AD)
- Microsoft Azure Active Directory
- Microsoft Azure AD Devices
- Microsoft Azure
- Microsoft Intune
- Microsoft Office 365
- MS Teams
- NetSuite
- OneLogin
- QuickBooks
- Okta
- Sage Accounting
- Sage Intacct
- Salesforce
- Slack
- Ubiquiti Networks UniFi Controller
- Xero
- Getting Started
- Getting Started Company Settings
- Company Profile
- Adding Locations
- Adding Staff
- Adding Staff with connectors - Sync Staff
- Adding Staff via import
- Adding Staff manually
- Managing staff (Edit, Archive)
- Invite Staff
- Platform Permissions
- Billing
- Customizing Categories and email
- Reports
- Adding Multiple Companies
- Invite a company
- Dissociate Parent Company
- Dissociate Child Company
- Asset Management
- Contract Management
- SaaS & Vendor Management
- Getting Started - SaaS/Vendor
- Connectors - Syncing Financial Data
- Connectors - Vendor Usage
- Add Transactions
- Importing Transactions
- Read/Filter Transactions
- Link/Unlink Transactions
- Link Transactions to Locations
- Creating Vendor Products
- Archiving Transactions
- Deleting Transactions
- Managing Tags
- Add Vendors
- Import Vendors
- Vendor General Settings
- Read/Filter Vendors
- Edit Vendors
- Archive/Delete Vendors
- Telecom Expense Management
- Getting Started - Telecom Expense Management
- Add Telecom Services
- Read/Filter Telecom Service
- Editing Telecom Service
- Deleting Telecom Service
- Exporting Telecom Service
- Telephone Numbers
- Importing Phone Numbers
- Manually Adding Numbers
- Editing a phone number
- Deleting a phone number
- Exporting phone numbers
- IP Addresses
- Importing IP Addresses
- Manually Adding IP Addresses
- Exporting IP Addresses
- Editing an IP Address
- Deleting an IP Address
- Help Desk
- Monitoring
- Moving Microsoft services to Genuity
- SSO Configuration
Managing Tags
- 12 Aug 2020
- 1 Minute to read
- DarkLight
- PDF
Contents
Managing Tags
- Updated on 12 Aug 2020
- 1 Minute to read
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Tags are your own labels that you can apply to transactions which help you categorize your expenses. Tags can be applied throughout the SaaS/Vendor module and are applied to vendor transactions and vendor products that allow you to group transactions for easier reporting.
Tags can be updated on a per vendor level either through transactions and also grouped in vendor products.
All tags applied to vendor transactions or products are summarized on the main dashboard. Simply click on the tag category to see the grouping of transactions.
Was this article helpful?
Thank you for your feedback! Our team will get back to you
How can we improve this article?
Your feedback
Comment
Comment (Optional)
Character limit : 500
Please enter your comment
Email (Optional)
Email
Please enter a valid email