|
|
How to Add Tags to Events, Invoices, Projects, and Bookkeeping*
OverviewThis tutorial will show you how to add tags to events, invoices, payments, projects and bookkeeping ledger entries How to Create / Edit TagsHow to Enable System TagsHow to Add a Tag to an Event- Click on the Calendar component
- Either create a new event or edit an existing one.
- Click on the Settings tab
- From the combo box next to the word tag select the desired tag.
- Click the Save button
How to Add a Tag to an Invoice- Click on the Point of Sale
- Either create a new invoice or edit an existing one
- Click on the Settings tab
- From the combo box next to the word tag select the desired tag.
- Click the Save button
How to Add a Tag to a Project- Click on the Projects component
- Either create a new project or edit an existing one
- From the combo box next to the word tag select the desired tag.
- Click the Save button
How to Add a Tag to a Bookkeeping Ledger Entry- Click on the Bookkeeping component
- Click on the Account Details button
- Either create a new income or expense ledger entry or edit an existing one
- From the combo box next to the word tag select the desired tag.
- Click the Save button
|
|
|