How do I associate projects and reporting tags with bills?

To associate projects with your bills:

  • Go to Purchases from the left sidebar and click Bills.
  • Click the + New button in the top right corner of the page.
  • Select a vendor and add the item details.
  • Select a Customer Name in the Customer Details column of the items table.
  • Click the Edit icon next to Billable and select the Project Name from the dropdown.

To associate reporting tags with bills:

  • Go to the bill to which you want to associate the reporting tags.
  • Click the ••• icon next to the amount.
  • Click Show Additional Details.
  • Select the reporting tags from the Reporting Tag dropdown.
  • Click Save.
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