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