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Tags in transactions and invoices
Tags in transactions and invoices

Learn how to record or edit tag allocations in your bank transactions and invoices

Updated over a week ago

Once you have created a tag, you'll be able to allocate it to any coded lines in invoices and bank transactions, using the Tag column.

NOTE: you can allocate a maximum of one tag to each coded line.

Edit a tag allocation

  1. Go to the Completed tab.

  2. Change the view to Coded lines.

  3. Sort the view by either code order, if you know what code you used, or by tag order, if you know the tag you want to edit.

You can also click on a Transaction in the Completed screen and choose to

Go to the matched Invoice.

This will take you into the coded lines of the invoice where you can allocate or edit a tag if required.

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