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Adding tracking categories or tags to my expenses

You must first have manage Expenses permissions to set up labels.

Set up labels from the web app:

  1. Go to 'Expenses' on the web app
  2. Click on '...' to go to 'Settings'
  3. Click on 'Labels'
  4. Click on '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 on 'Add'

Your label groups and labels have been created. You can have up to a maximum of 5 label groups.