Tags are labels of your own that you put on transactions to group and find them: a project, a customer programme, "urgent", "audit 2026". They work on all supplier and customer transactions, lot and product alike.
Tags are internal. They are visible to everyone in your company and never to your counterparty.
Tag one transaction
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Open the transaction and click Edit tags in the header.
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In Manage tags for the transaction, pick one or more existing tags under Select tags. To create a new tag, type its name and press Enter; a notice tells you it will be added for everyone in your company.
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Click Update tags.
Tag many at once
In a transaction list, tick the rows and choose Tags in the toolbar that appears. Add or remove tags lets you select tags and then add them to, or remove them from, every selected transaction in one go.
Filter by tag
Every transaction list has a Select tags filter. Pick a tag to show only transactions carrying it, and switch a chosen tag to exclude to hide the transactions that carry it instead. Tags can also be shown as a column with Columns.
Who can do what
|
Action |
Requires |
|---|---|
|
Add or remove existing tags on a transaction |
Write access to transactions. |
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Create a new tag |
Write access to company settings, since the tag becomes available to the whole company. |
|
Delete a tag from the company |
Remove it from every transaction; a tag that is unused for 7 days disappears from the list on its own. |
Related
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Navigation: how the list pages and their filters work.