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How do I tag an expense?
You can tag expenses entered from any of the 4 capture screens: scan receipt, enter expense, track mileage, log time. To do this, from each expense entry form tap on the button labeled ‘untagged’ (from the ‘Scan Receipt’ form the tag button has a tag icon and is the 3rd option in the row of buttons on the upper left). Use tags to organize expenses by client, projects or anything else that you need to organize your expenses.