How to add Accounting Tags?
To track your transactions even further, customize the values/choices you want to include in your drop-down fields for invoices, orders, payments, etc.
EXAMPLES:
VAT Transaction Type
Division Tag
Create Accounting Tags
1. Click the “FINANCIALS MODULE” icon.
2. Click the “CONFIGURE” button located at the top navigation bar.
3. Click on the “ACCOUNTING TAGS” button found at the left side bar.
4. You will be redirected to this page. There are pre-determined Accounting Tags that you may enable or disable. To edit these tags availability, toggle the drop-down menu and choose either ENABLE OR DISABLE. You can also edit the Sequence No., Name, and Description. To save the changes, click the “UPDATE” BUTTON found at the right side of each item.
5. Scroll down a bit. You will see a section dedicated for creating new Accounting Tags.
6. Provide all necessary details, and click the “CREATE”.
7. Notice that a new entry has been added to Division Tags.
NOTE: Make sure you followed the correct sequence number, and Tag ID, otherwise this might cause confusion on your records.