What is a Tag?

A Tag is a neutral label which you can use to  group and categorise your documents before uploading and they are used to differentiate the export workflow of invoices.

Here you can define the best way to organise your documents in your preferred manner, where you can customise your Tags in the following ways:

• By Outlet e.g. Outlet A
• By Department e.g. Front of House / Back of House / Marketing
• By Batches e.g. June 31 2022 Batch 1
• By Types e.g. Invoices, Bank Statements