How to assign Accounting Tags?
To track your transactions even further, customize the fields you want to include on your invoices, orders, payments, etc.
Assign 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 USAGE” button found at the left side bar.
4. You will be redirected to this page. There are predetermined fields within these tags that you may enable or disable. You can also reassign them to a different Account.
5. To save the changes, click the “UPDATE” BUTTON found at the bottom of each Account.
NOTE: Make sure the Accounting Tags you used are available, or have been created already, otherwise an error will occur. Click here to check if such Accounting Tag is available.