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Tags

Tags are like labels, which you stick to a notebook or a file. Similarly, tags can be associated with your expenses or expense reports for easy identification and classification.

As your organization grows, your business may open new departments and branches. By creating these departments or branches as tags, you can easily identify the expenses incurred in various departments or branches of your business. You can then associate these tags with your expenses or expense reports.

Let’s look at a few scenarios to understand this better:

Scenario 1: Matt owns a manufacturing company. He wants to group the expenses based on the cost centers of the organisation. Matt can create a tag and add the cost centers as different options under it. He can then associate them with the expenses individually or to a particular report to classify the expenses on the basis of cost centers easily.

Scenario 2: Cole runs a product based company. The sales team of his organization undertake business trips regularly to engage in sales and marketing activities. Cole would like to know the most visited location. Cole can create these locations as options under the tag and run analytics based on these tags to know the most visited location.

Scenario 3: John runs a retail store with branches spread across various countries. He would like to track the expenses incurred in these branches. Now, John can create options with each branch name under a tag and associate them to the expenses and expense reports accordingly. He can run analytic reports based on these tags to get insight into the expenses of the branches.

Here’s what you’ll learn in this page:

Enabling Tags and Configuring Preferences

To enable tags for your organization:

Enabling Tags and Configuring Preferences

Note: To edit your preference later, click Preferences in the top right corner of the Tags module.

Creating Tags

To create tags:

Creating Tags

Enabling Tags and Configuring Preferences

Note: You can create a maximum of 10 tags.

Associating Tags

After creating the tags, you can associate them with your expenses and expense reports as per your configuration. Once created, all the users of the organization can associate tags with their expenses and expense reports.

Associating Tags to Expenses

Associating Tags to New Expenses

To associate tags to new expenses:

Enabling Tags and Configuring Preferences

Associating Tags to existing Expenses

To associate tags to expenses that are already created:

Associating Tags to existing Expenses

Changing Associated Tags in Expenses

To change the tag that has already been associated with an expense:

Changing Associated Tags in Expenses

Associating Tags to Reports

Associating Tags to New Reports

To associate tags to new reports:

Enabling Tags and Configuring Preferences

Associating Tags to Existing Reports

To associate tags to reports that are already created:

Enabling Tags and Configuring Preferences

Changing Associated Tags in Reports

To change the tag that has already been associated with a report:

Enabling Tags and Configuring Preferences

Generating Analytic Reports

After creating and associating tags to your expenses and expense reports, you can generate analytic reports using the tags filter. To generate a report:

Enabling Tags and Configuring Preferences

Other Actions

If you would like to edit, mark as inactive or delete a particular tag:

Other Actions

Edit: You can edit the tag name and options. If you would like to make the tags mandatory in expenses or expense reports select Yes, else No.

Mark as Inactive: Once you select this option, the tag will become inactive.You can also mark a few options as inactive in a tag by unchecking the box near an option in the edit page.

Delete: You can delete a tag by clicking the trash icon next to it. However, if the tags are already associated to expenses or expense reports, they cannot be deleted.

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