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Document Tagging

🏷️ Document Tagging: Fast and Clear Organization

What are tags and why use them?

Tags are a simple way to organize and search your documents based on your own criteria. You can assign custom labels (tags) to invoices, expenses, orders, quotes, or documents – for example by project name, client, service type, department, or topic.


✏️ How to add or edit tags

On each document detail screen, you'll find the “Manage tags” field where you can:

  • ➕ Add a new tag (e.g., marketing, IT-project)
  • 🗑️ Remove an existing tag
  • 📋 Manage the list of tags to keep your structure clean

🟢 Tags are always editable and can be combined – each document can have multiple tags assigned.


🔍 How to search using tags

Just enter the tag you're looking for in the search bar at the top of the app (e.g., IT-project) and you'll instantly see all documents with that tag – including document type (invoice, expense, quote, order), document number, and business partner.

📌 This way, you can easily find all related records without needing to remember the exact invoice number or company name.


🧠 When are tags most useful?

  • When managing multiple projects or clients
  • To easily track all expenses for a specific activity
  • For quick reporting or accounting prep
  • To streamline teamwork – everyone uses the same structure

Notion image
Notion image

📝 This article was translated with AI. If you notice any inconsistency, feel free to let us know.

 
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