Tags
Tags organize and classify financial data beyond the standard Chart of Accounts — categorizing transactions across dimensions such as department, project, or location, powering better filtering and analysis without changing your core accounting structure. Tags apply across modules including transactions, journals, and reports.
Why use tags
Track projects or campaigns, get department-wise reporting, analyze custom business segments, or report beyond standard account structures. Example: account = "Marketing Expense", tags = "Campaign A", "Campaign B".
Creating a tag
- Navigate to the Tags module and click Create Tag.
- Enter the Tag Name, a Tag Group / Category (if applicable), and a Color for visual identification.
- Click Save.
Naming best practice — clear and consistent conventions like Dept: Sales, Project: Alpha, Region: APAC.
Tag groups
Organize tags into groups such as Department, Project, Location, or Cost Center — for better filtering, cleaner reporting, and controlled usage.
Assigning tags
Assign tags while creating or editing transactions, journal entries, or expenses: select one or multiple tags from the tag selector. They apply instantly and become available for filtering and reporting.
Tag colors
Color-coding makes tags easier to scan visually, differentiates categories, and improves usability in reports and lists.
Editing and deleting
Edit: Tags List → select the tag → change name, group, or color → Save. Changes reflect across all linked records.
Delete: available for tags no longer needed. If a tag is already in use, the system may prevent deletion or require reassignment/removal first.
Filtering with tags
View all transactions for Project X, analyze expenses for the Marketing department, or generate reports by region — tags filter data across the platform.
Best practices
Keep tag names short and meaningful, avoid duplicates and overlaps, use groups to organize logically, limit excessive tagging, and align tags with your reporting needs.
FAQs
Tags vs accounts? Accounts define financial structure; tags add categorization for analysis.
Multiple tags per transaction? Yes, depending on your configuration.
Can I edit a tag after creating it? Yes, but changes apply everywhere the tag is used.
Delete a tag in use? You may need to remove it from existing records first.
Are tags mandatory? No — optional, for enhanced tracking.