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Topics
Business · Expenses and invoicing · Expenses · Expenses settings

Adding tracking categories or tags to my expenses

You must have the 'Manage Expenses' permission to set up labels.

Set up labels from the web app

  1. Go to 'Expenses' on the web app
  2. Click 'Settings'
  3. Select 'Labels'
  4. Click 'Add label group' to create your first group of labels
  5. Add a name for the label group (e.g. Department)
  6. Add labels to the group (e.g. Sales, Marketing, Operations)
  7. Click 'Add'

Your label groups and labels have been created. You can have up to a maximum of 5 label groups, with an unlimited number of labels in each group.