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How do I create and/or apply transaction tags in Spend Management?

Transaction tags are designed to help you label, organize and track your business expenses. They are completely customizable, so you can name and use them in whatever way works best for your business. 
Tags can be created by a business owner or admin; there are two ways to create tags:  
 
Create transaction tags

  1. From Profile & settings, select Tags under the Company settings for a complete list of all existing tags and the option to add additional tags.  
  2. Enter the Tag name in the indicated field and select Add tag to save.  

Note: You can also edit existing tags in the same way.  

Add a tag to a transaction  

  1. Navigate to Transactions and select the transaction you want to tag. 
  2. Scroll to Tags under the Transaction details and select + Add a tag field
  3. Select the tag you want to apply from the available tag options; this will autosave.