Overview of Accounting Tags | Scribe

    Overview of Accounting Tags

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    • 2 minutes
      Navigate to Brokerage Engine.
      Click "Accounting"

      How to Create an Accounting Tag

      Click "Settings"
      Click "Configuration"
      Click on the "+Add Tags" button.
      Type the name of the Tag on the text field.
      Once finished, click "Save".
      Click "OK"

      How to Apply an Accounting Tag

      Click "Quick Actions" to create a New Bill and apply the tag.
      Click "New Bill"
      Fill out the Bill and then select "Recruiting Campaign" from the dropdown menu under "Tags".
      The Tag will then display.
      Once finished, click "Save".
      Click "OK"

      How to Run a Report by Accounting Tag

      Click "Reports"
      Click "Accountant Reporting"
      Click "Transaction List by Tag"
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