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Can I add tracking categories or tags to my expenses?

Labels can be set up from the web app:

  • You must have expense_manage permissions to set up labels
  • Go to Expenses
  • Click on “...” to go to Settings
  • Click on Labels
  • You can have up to a maximum of 5 label groups but with as many labels as you like within each group
  • Click on Add label group to create your first group of labels
  • Add a name for the label group (e.g. Department)
  • Add labels to the group (e.g. Sales, Marketing, Operations)
  • Click on Add

Your label groups & labels have been created!