Adding labels to expenses
Tag your expenses with labels to group and track spend by cost centres, departments, projects, or any other custom field that makes sense for your business.
You must have the 'Manage Expenses' permission to set up labels.
Set up labels from the web app
- Go to 'Settings' by clicking the cog in the top-right corner
- Select 'Accounting' on the left menu
- Select 'Labels'
- Click 'New' to create your first label group
- Add a name for the label group (e.g. Department)
- Add labels to the group (e.g. Sales, Marketing, Operations)
- Click 'Add' to save
Your label groups and labels have been created. You can come back here to add, edit, or delete labels at any time. You can have up to 5 label groups, with unlimited labels in each group.
If you've connected your accounting software to expenses, labels are automatically imported from it. Examples of labels that we import from accounting softwares include tracking categories, cost centres, departments, classes, custom segments.