How to Add Tags (Self-Employed) – Everlance Help Center

Our latest feature, 'Tags' is a handy tool available to all drivers, helping you to organize trips and expenses efficiently. You can easily add tags to both trips and expenses, using multiple tags for a single trip or expense card. Once tagged, the information will appear on your data exports.

To begin adding tags, select your device:

Step 1: Navigate to the 'Trips' or 'Transactions' section of the app. In this example, we'll be adding tags to our trips.

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Step 2: Select the trip or expense you want to tag, and then tap on 'Tags'.

Pro Tip: Only available on the trips page, you can add tags to multiple trips at once. Click here to learn how.

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Step 3: Enter a new tag or search for an existing one.

Step 4: After you finish adding your tags, click 'Done'.

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Great job! You successfully added tags. Your tags will now appear in your data exports.

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

Step 2: Click on 'Trips' or 'Transactions'.

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Step 3: Click on the trip or expense you want to add a tag to. In this example, we'll be adding tags to our trips.

Step 4: Click 'Add Tags'.

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Step 5: Enter a new tag or search for an existing one.

Step 6: Once you are finished adding your tags, click 'Save'.

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Great job! You successfully added tags. Your tags will now appear on your data exports.

FAQ:

What's the difference between tags and categories?

The main difference between a category and a tag is that you can apply multiple tags to a single trip or expense. While categories can only be assigned once and solely to expenses.

What are the benefits of using tags?

There are many benefits, including:

Tags can be applied to both trips and expenses.
You can add multiple tags to one trip or expense.
Tags will be included on data exports and report downloads.

Use Cases:

Photographer's Expense Management:

Imagine a photographer who's always on the move for various photo shoots. By using tags like 'Client Meetings,' 'Equipment Costs,' or 'Travel Expenses,' they can neatly categorize their expenses. This clever tagging system allows them to break down each trip or expense easily, making record-keeping a breeze. It's not just about simplifying paperwork – it's also about gaining valuable insights when reviewing their overall business expenses at the end of the month or year.

Volunteers and Charities:

Now, picture a volunteer engaged in various charitable activities, from the Soup Kitchen to the ASPCA. Thanks to Tags, volunteers can effortlessly organize their charity trips. Simply classify trips as Charity with a swipe to the far left and add tags like 'Soup Kitchen' or 'ASPCA.' Now, their volunteer efforts are neatly categorized, with a detailed breakdown of each Charity trip by tag in their data exports.

Organizing Currencies

Consider a user working in Canada with a Canadian credit card needs to track expenses for new work in the US using a US credit card. They can create “USD” and “CAD” tags in Everlance to label their expenses and trips, allowing for easy organization and separation of expenses by currency for accurate reporting and tax purposes

Tell us how you will be using Tags in the comments below! 👇

Customer Support:

If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.