Improve your administrative team's productivity and precisely analyze every move your company makes. Tags allow you to add an extra layer of custom classification to your transactions, making reconciliation and reporting for specific expenses easier.
Roles and Permissions
Understanding who can manage these categories is key to maintaining accounting order:
| Action | Admin / Accountant | Other Roles |
|---|---|---|
| Create new tags | ✅ Yes | ❌ No |
| Assign tags to expenses | ✅ Yes | ✅ Yes |
Frequently Asked Questions
Do tags sync with my ERP? Not automatically. You must export the data and import it manually into your ERP.
Is there a limit to how many tags I can create? No, there is no restriction on the number of tags created.
Are special characters allowed? Yes, except for the semicolon (;).
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