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    Managing Tags
    • 12 Aug 2020
    • 1 Minute to read
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    Managing Tags

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    • PDF

    Article summary

    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.

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    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.

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