Tags

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

As your organisation grows, your business may open new departments and branches. By creating these departments or branches as tags, you can associate these tags with your expenses or expense reports. Later, you can easily filter analytic reports using the tags to identify the expenses incurred in various departments or branches of your business.

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 centres of the organisation. Matt can create a tag and add the cost centres 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 centres easily.

Scenario 2: Cole runs a product based company. The sales team of his organisation undertakes 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 a 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.

Enabling Tags and Configuring Preferences

To enable tags for your organisation:

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
    Enabling Tags and Configuring Preferences
  3. Go to Tags under Organisation.
    Enabling Tags and Configuring Preferences
  4. Click the Enable button.
    Enabling Tags and Configuring Preferences
  5. Once you enable tags, a pop-up will appear to select your preferences. Select Tag expenses individually to associate tags to individual expenses or select Associate the same tag with all the expenses in a report to associate the same tag to all the expenses of a report.
  6. Click Save.
    Enabling Tags and Configuring Preferences

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


Enabling Tags and Configuring Preferences


Creating Tags

To create tags:

  1. Switch to Admin View.
  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
    Creating Tags
  3. Go to Tags under Organisation.
    Creating Tags
  4. Click + New Tag at the top right corner.
    Creating Tags
  5. Enter the Tag Name.
  6. Select whether you would like to associate tags to your expenses mandatorily.
  7. Enter the Options.
  8. Click the + Add Option button to add more options.
  9. Click Save. A new tag will be created.
    Creating Tags

Note: You can create a maximum of 10 tags.

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


Associating Tags to Expenses

Note: You can associate tags to individual expenses only if you select the Tag expenses individually preference.

Associating Tags to New Expenses

To associate tags to new expenses:

  1. Go to Expenses on the left sidebar in the submitter’s view.
  2. Click + New Expense.
    Associating Tags to Expenses
  3. Enter the required details. Navigate to the bottom of the page and select an option from the tag that was created.
  4. Click Save and Close.
    Associating Tags to Expenses
  5. If you can’t find the tag field, click Show more fields. Select an option for your tag and click Save and Close. Once this is done, your expense will be tagged.
    Associating Tags to Expenses

Associating Tags to existing Expenses

Prerequisite: When you try to associate tags to existing expenses, you will have to edit them. However, you can edit only Unreported and Unsubmitted expenses.

To associate tags to expenses that were already created:

  1. Go to Expenses on the left sidebar in the submitter’s view.
    Associating Tags to Expenses
  2. Click the expense for which you would like to associate a tag.
    Associating Tags to Expenses
  3. Navigate to the bottom of the page and select an option from the tag you’ve created.
  4. Click Save and Close.
    Associating Tags to Expenses

To change the tag that had already been associated with an expense, follow the same steps that are mentioned above.


Associating Tags to Reports

Note: You can associate tags to reports only if you select the Associate the same tag with all the expenses in a report preference.

Associating Tags to New Reports

To associate tags to new reports:

  1. Navigate to Reports on the left sidebar in the submitter’s view.
  2. Click + New Report.
    Associating Tags to Reports
  3. Enter the required details. Select an option from the tag that was created.
  4. Click Save.
    Associating Tags to Reports

Associating Tags to Existing Reports

Prerequisite: When you try to associate tags to existing reports, you will have to edit them. However, you cannot edit the reports in Awaiting Approval, Approved or Reimbursed statuses.

To associate tags to the reports that were already created:

  1. Navigate to Reports on the left sidebar in the submitter’s view.
  2. Click the report for which you would like to associate a tag.
    Associating Tags to Reports
  3. Click the Edit icon at the top right corner.
    Associating Tags to Reports
  4. Select an option from the tag you’ve created and click Save. Once this is done, your report will be tagged.
    Associating Tags to Reports

To change the tag that had already been associated with a report, you can follow the same steps that are mentioned above.


Generate 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:

  1. Navigate to Analytics and click Expense Details under the Expense section.
    Generate Analytic Reports
  2. Click the Customise Report option in the top left corner.
    Generate Analytic Reports
  3. Select the tags from the dropdown and click Run Report to generate a report based on the selected tags.
    Generate Analytic Reports

Edit, Delete, and Mark Tags as Inactive

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

  1. Switch to Admin View.

  2. Go to Settings on the left sidebar.
    (OR)
    Click the Gear icon at the top right side.
    Edit, Delete, and Mark Tags as Inactive

  3. Go to Tags under Organisation.
    Edit, Delete, and Mark Tags as Inactive

  4. Hover over a particular tag and click the More icon at the right corner of the tag.

  5. Select Edit, Mark as Inactive or Delete.

    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.
    Edit, Delete, and Mark Tags as Inactive

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