How to Add and Archive Tags

Step 1: Log in to your account on the Team Dashboard. 

Step 2: Click on 'Team Settings' from the left side of your screen. 

Step 3: Click on 'Tags'. 

Step 4: To add a single Tag, simply click on 'Create Tag'. 

Add a Tag name and code if needed. When you are finished, click 'Create tag'. 

Step 5: To add multiple Tags to your account, click 'Upload Multiple'. 

Step 6: Upload your CSV file containing your Tags, ensuring the column name is 'name' with the Tags listed below. Click on our CSV Template to help you get started. 

Note: Tag names are required, while codes are optional.

Step 7: Click, 'Upload file' and your Tags will begin to load. 

You can go back to the Tags screen to view all of the Tags for your company. 

Step 1: Log into your account on the Team Dashboard. 

Step 2: Click on 'Team Settings' from the left side of your screen. 

Step 3: Click on 'Tags'. 

Step 4: Select the Tag you would like to archive. You can use the search bar to help you find specific Tags. 

Step 5: Once you have found your Tag, click 'Archive'.

Step 6: Click, 'Yes, archive tag' to confirm this action. 

Note: Trips and expenses tagged with this label will retain the Tag. Archiving the Tag eliminates the ability to add this specific Tag to future Trips or Transactions.

The Tag has been successfully removed and is no longer available for selection.