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How to add tags to Events, Invoices, Projects, and Bookkeeping

Overview

This tutorial will show you how to add tags to events, invoices, payments, projects and bookkeeping ledger entries

How to Create / Edit Tags

How to Enable System Tags

How to Add a Tag to an Event

  1. Click on the Calendar component
  2. Either create a new event or edit an existing one.
  3. Click on the Settings tab
  4. From the combo box next to the word tag select the desired tag.
  5. Click the Save button

How to Add a Tag to an Invoice

  1. Click on the Point of Sale
  2. Either create a new invoice or edit an existing one
  3. Click on the Settings tab
  4. From the combo box next to the word tag select the desired tag.
  5. Click the Save button

How to Add a Tag to a Project

  1. Click on the Projects component
  2. Either create a new project or edit an existing one
  3. From the combo box next to the word tag select the desired tag.
  4. Click the Save button

How to Add a Tag to a Bookkeeping Ledger Entry

  1. Click on the Bookkeeping component
  2. Click on the Account Details button
  3. Either create a new income or expense ledger entry or edit an existing one
  4. From the combo box next to the word tag select the desired tag.
  5. Click the Save button