Within Capture Expense, you can use Tags to create your company's cost code structure. Group users and categories to apply different policies and rules. e.g. You can group users into individual teams, departments, locations or companies etc. This is useful so that Finance can analyse the costs and expenses according to your company's accounting requirements.
Within Tags, you can perform the following actions:
- Edit a default Tag or create a new one.
- Export Tag record data for reporting purposes or import Tag information by bulk, depending on your needs.
- Add a new Value to a Tag record.
- Delete a Tag record.
Tags view
| Name | Description |
|---|---|
|
Actions
|
Export Tag records in to a .csv file
Import Tags data by bulk into Capture Expense. |
|
+ Tag
|
Click this button to create a new Tag.
|
|
Name
|
The name of the tag. |
|
Records
|
The number of data records assigned to the Tag
|
|
+ Value
|
Click this option to add a Code name, Analysis Segment and Default Currency details to the Tag.
|
|
Edit
|
Use this to update the details of the tag.
|
New Tag view
| Name | Description |
|---|---|
| Active | Select this option to ensure the Tag is used in the lists within the system. |
| Name | The name of the tag being created. |
| Allow edit by expense | Select this option if you want to change the Tag when you raise the expense. This is useful if you are working for more than one department. |
| Compulsory | Select this option to ensure the Tag is a required field. |
| Back | Returns you to the previous page. |
| Save | Saves the settings. |
Tag Value view
| Name | Description |
|---|---|
| Active | Select this option to ensure the Tag is used in the lists within the system. |
| Code | Enter a code that represents a specific type of work that is attributed to the Tag. e.g. Department = Dev or Market and Sales etc. |
| Analysis Segment | Enter a unique code that represents a specific task, which links to the specific type of work. |
|
Name
|
Name of the Value record.
|
Edit Tag view
| Name | Description |
|---|---|
|
Active
|
Select this option to ensure the Tag is used in the lists within the system.
|
|
Allow edit by expense
|
Select this option if you want to change the Tag when you raise the expense. This is useful if you are working for more than one department.
|
|
Compulsory
|
Select this option to ensure the Tag is a required field. |
|
Value records
|
Within this list of Values, you can edit or delete a record.
|
Templates
Exported Tag Template (example including data)
Exported Tag Template (no data)
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