Tags

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Tags are free-text labels you attach to invoices and receipts. Use them for whatever helps you find documents later: an accounting category, a client name, a quarter, a project code, or a note like "ask the accountant".

Create a tag

Open Tags in the sidebar to manage your organization's tag set. Type a name in the New tag box, then press Enter or click Add Tag.

You can also make a tag while working on a document. Type a new name in the tag editor on the detail view, and the app creates it and applies it in the same step.

Tag names must be unique per organization, and uniqueness ignores letter case. Travel and travel count as the same tag, so the second one will not be created. The name shows with whatever case you typed.

Three ways to apply a tag

• On the detail view. Type a name or pick an existing tag on a single document.
• As a batch action. On the Documents list, select several rows, click Tag, and choose one or more tags.
• With an AI rule. Write a rule such as "when the Vendor name contains amazon, add the tag Reimbursable". The AI rule examples page has ready-to-copy recipes.

Auto-tag subscriptions

The organization setting Auto-tag Subscriptions adds a Subscription tag to invoices that look like recurring software charges. The check looks at vendor recurrence and amount patterns.

Find the toggle under Settings then General then Auto-tag Subscriptions, or read more in Organization settings. Turn it off if it adds noise to your workflow.

Delete a tag

On the Tags page, click the close icon on a tag chip to remove it (member role and above). Deleting a tag takes it off every document it was on.

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