How Can We Help?
< All Topics

How do I create a new tag?

To create a new tag, click on the Tags option (found on the Scan Receipt, Enter Expense, Track Mileage and Log Time expense capture forms). A picker will appear that will have an option that says ‘Create Tag’. Select this option and a dialogue box will appear that you can use to enter the name of the tag that you want to create. Tags that you create will appear in the picker asa  tag option on all expense capture forms (Scan Receipt, Enter Expense, Track Mileage, Log Time). Also, you can filter your expenses by tags by tapping on the filter icon from the row of options in the list below the yellow navigation bar. To delete tags, on the filter page, swipe from right-to-left on a tag and a red delete option will appear.

Previous How do I tag an expense?
Next How do I delete a tag?
Table of Contents