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Overview of Accounting Tags
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How to Create an Accounting Tag
How to Apply an Accounting Tag
How to Run a Report by Accounting Tag
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Navigate to Brokerage Engine.
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Click "Accounting"
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How to Create an Accounting Tag
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Click "Settings"
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Click "Configuration"
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Click on the "+Add Tags" button.
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Type the name of the Tag on the text field.
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Once finished, click "Save".
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Click "OK"
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How to Apply an Accounting Tag
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Click "Quick Actions" to create a New Bill and apply the tag.
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Click "New Bill"
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Fill out the Bill and then select "Recruiting Campaign" from the dropdown menu under "Tags".
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The Tag will then display.
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Once finished, click "Save".
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Click "OK"
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How to Run a Report by Accounting Tag
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Click "Reports"
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Click "Accountant Reporting"
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Click "Transaction List by Tag"
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Select a custom date from the dropdown menu.
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Or set a date range by clicking on the small calendar icons.
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Click "Select Tag" to choose which tags to add to the report.
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Select the Tags by clicking on the text field.
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Click "Recruiting Campaign"
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Click "Close"
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Click "Generate"
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Every item tagged with the Accounting Tag will then be displayed.
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