Bookkeeping basics
Tag a receipt
Tag a receipt with a job, property, or project so it lands in the right report later.
Add a job, property, or label so you can track that spending later.
- Open the receipt.
- Add a tag, like a job or a property.
- Save.
The tag carries over to the matched transaction, so you only tag once.
What happens next — the receipt and its transaction show up in reports by that tag.