Organize your expenses with wallet tags. You can create categories for manually added records in wallets. Read all about wallet tags in this article.
Creating wallet tags in your system to keep a better track of manually added expenses could be helpful and ease your follow-up workflow.
Go to Settings > Finances > Wallet tags
Creating a wallet tag
To create a wallet tag go to Settings > Finances > Wallet tags and in the upper right corner select +Add wallet tag.
A new window will appear and you just fill in the brackets. Name the tag, add a brief description, pick a color and you're good to go.
Description is handy for your admins to better understand the use of the tag.
Use for tags
- You can use tags for filtering records in the Wallet transactions section.
- Tags can be added to .cvs export.
- Better organization of your wallet records as it is visible to staff members and your admins.
Staff member's point of view:
Admin's point of view:
