The Tag is a label that you attach to a folder. Our association management software allows you to add tags to your accounting transactions.
This makes it possible to mark a receipt where you have identified an issue (for example, a bounced check), or identify the checks you have just deposited into your association’s bank account.
You can define as many tags as you want by using the + Tag button located in the header of the receipt or expense.
You can then perform searches on these values from the selection field in accounting/fee.
Note that if you specify multiple tags in your selection criteria, only folders containing all of these tags will be displayed.
Tagging on Multiple Transactions
To tag multiple transactions at once, select them and use the collective function at the top of the page.
To learn more about accounting