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Settings

Tags

Create coloured tags to label invoices, bills, expenses, journal entries, contacts and projects.

Tags are free labels that sit alongside your chart of accounts and cost centers, for example Q1 Campaign, Review needed or Insurance claim. Manage them under Settings → Tags.

Create a tag

  1. Click Add Tag.
  2. Enter a Name, choose a Color and add an optional Description.
  3. Click Create Tag.

Edit or delete a tag from the list. Deleting removes it from listings and cannot be undone.

Attach tags

Tags can be attached to invoices, bills, expense claims, journal entries, contacts and projects through the API and MCP. The document screens do not have a tag picker yet, so tags you create here are not visible on those screens.

Projects also have their own free-text Tags field (comma separated) under the project's Settings, which is separate from these organisation tags.

Cost Centers

Track income and costs by department or business segment, and report profit per cost center.

Payment Reminders

Email customers automatically before or after an invoice is due, and see every reminder sent.

On this page

Create a tag
Attach tags