Tags

Tags slice reports across your chart of accounts without extra sub-accounts. Group them (Department, Project, Location) and attach to transactions, invoices, bills, journal entries, customers, vendors, products, projects, and contracts — then filter transactions and reports by tag.

Key capabilities

• Tag groups to organize related tags (e.g. Department, Project, Cost Center, Location)
• Tags can be grouped or standalone (a tag's group is optional)
• Tag ten entity types: transaction, invoice, bill, journal entry, line entry, customer, vendor, product, project, contract
• Multiple tags per record, and the same tag reused across many records
• No duplicates — re-attaching the same tag returns the existing link instead of duplicating
• Bulk tagging of selected transactions from the Transactions list
• Tag search by name
• Filter Transactions and the Income Statement by tag, and scope generated reports to a tag group or tags
• AI tag-name suggestions (Suggest with AI) based on your existing tags and business
• Usage count per tag so you can see what's actually in use
• Cascading cleanup: deleting a group deletes its tags; deleting a tag removes it from every entity
• Pagination throughout; tag changes are recorded in the audit log (with the group name as context)

How it works

A tag optionally belongs to a group. Attaching a tag to a record links it to that entity, so any entity type can be tagged — and reports filter by those links.

flowchart TD
  group["Tag group (e.g. Department)"] --> tag["Tag (e.g. Marketing)"]
  tag --> attach["Attach to entity"]
  attach --> ent["transaction / invoice / bill / journal entry / customer / vendor / product / project / contract"]
  ent --> filter["Filter lists & reports by tag"]

How to use it

1. Open Tags. On the Tag Groups tab, click New Group to create a category like Department, Project, or Location.
2. On the Tags tab, click New Tag and pick a group (or No group), e.g. Marketing, Engineering, Sales under Department.
3. In the Transactions and Journal Entries lists, use the Tags column to assign tags inline; select several transactions to tag them in bulk.
4. For invoices, bills, vendors, products, and other records, open the Entity Tags tab, choose the entity type, search for the record, and click Attach. Browse Entities by Tag lists everything carrying a tag.
5. Filter Transactions or the Income Statement by tag to see activity for a specific department, project, or location.
6. Click Suggest with AI on the Tags tab for name ideas that avoid duplicating tags you already have.

Pro tips

• Reach for tags instead of sub-accounts for cross-cutting dimensions like "by department" or "by project" — they keep the chart of accounts lean.
• Group your tags: a tidy Department/Project/Location structure makes reporting filters obvious and prevents one-off duplicates.
• Tagging line entries (not just whole transactions) lets you split a single transaction across dimensions for precise allocation.
• Check a tag's usage count before deleting it — deletion removes the tag from every record it's attached to.
• Let AI suggest tag names when you're standardizing a new dimension; pass your existing tags so it doesn't repeat them.

In-depth guide

Taggable entity types

Scoping & usage

• Surfaced info: whether a tag is grouped or standalone, a usage count (number of entities it's attached to), and whether it's in use.
• Business scoping: tags and links are scoped to a single business, so a tag can only be attached to that business's records, and tag filters only ever see that business's data.

Filtering by tag

• Filtering matches records against their tag links for a given entity type and set of tags.
• "Show me all transactions tagged Marketing" is one filter on the Transactions list.

Cascade behavior

• Delete a group: cascades to delete the tags inside it.
• Delete a tag: removes its links from every record.
• Detach: detaching a single tag from one entity (or bulk-detaching) removes only those links and leaves the tag itself intact for reuse.

Accounting impact

Tags don't post to the ledger — they're a parallel reporting dimension layered on top of double-entry data. That's their advantage: you can report P&L "by project" or spend "by department" without inflating the chart of accounts with combinatorial sub-accounts, and you can re-slice the same transactions along any dimension you've tagged.

Edge cases

• Re-attaching a tag that's already on a record is a safe no-op that returns the existing link.
• Standalone tags (no group) are fully supported; a group is purely organizational.
• AI suggestions return tag names to create, not automatic assignments — you choose which to add and what to tag.