Our latest feature, 'Tags,' is a helpful tool used by companies to manage and analyze their business expenses. As a driver, you will see company-related tags as an option on both your trips and expenses. With tags, you can add one or multiple tags to a single trip or expense card, making it versatile for expense tracking.
Your company may require tags for reporting purposes, so make sure you understand your company's reporting policies. Once you have added tags, they will appear on your reports and data exports for enhanced record-keeping.
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.
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.
Step 3: Begin by searching for the appropriate tag. As a team member, you'll be able to utilize pre-set tags, but you cannot generate new ones.
Remember, tags are a requirement for reporting purposes for some teams, so make sure you understand your company's policies.
Step 4: After you finish adding your tags, click 'Done'.
Great job! You successfully added tags. Your tags will now appear on your data exports and reports.
Step 1: Log in to your account on the Web Dashboard.
Step 2: Click on 'Trips' or 'Transactions'.
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'.
Step 5: Begin by searching for the appropriate tag. As a team member, you'll be able to utilize pre-set tags, but you cannot generate new ones.
Remember, tags are a requirement for reporting purposes for some teams, so make sure you understand your company's policies.
Step 6: Once you are finished adding your tags, click 'Save'.
Great job! You successfully added tags. Your tags will now appear on your data exports and reports.
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:
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Tags can be applied to both trips and expenses.
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You can add multiple tags to one trip or expense.
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Tags will be included on data exports and report downloads.
Can I add Tags to multiple trips or transactions?
You can add tags to multiple trips at once, but you cannot add tags to multiple transactions at the same time.
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