Tags in Expensya

Selim Ounis Updated by Selim Ounis

In addition to the analytical axes, you have the possibility to create tags on Expensya. As an administrator, validator or accountant, tags allow you to create groups, filter the display of a list, mark processed expenses and much more!  

 

The creation of tags is done through the support team, by communicating : 

• The name of the tag
• A description of the tag (optional)
• Type of use (for expenses, users, notes, etc.)
• Who can assign the tags, except the administrator (validator and/or accountant)
• Who can see the tags (all collaborators and/or validator)  
Assign a tag to an expense 

Let's take the example of an administrator who wants to mark reimbursed expenses with a "Reimbursed" tag. After contacting the support team to create the "Reimbursed" tag for expenses, he would simply 

  1. Go to the "Administration" tab, then the "Expenses and Requests" menu 
  2. Go to the "Expense List" submenu 
  3. Check the expenses processed  
  4. Click on the "Assign tags" button 
  5. Choose the "Processed" tag 
  6. Finalize the assignment via the "Save" button 

 

To view the tags assigned to an element, simply place the mouse cursor over the tag icon. 
Several tags can be assigned to the same element. 

 

Assign a tag to a user 
  1. Go to the "Administration" tab, then the "Users and Access" menu 
  2. Go to the "Users" submenu
  3. Click on the user to whom you want to assign the tag(s) 
  4. Go to the "Others" tab  
  5. In the "Tags" field, choose the tag(s) you want to assign to the user 
  6. Finalize the assignment via the "Update" button 

 

Assign a tag to several users   
  1. Go to the "Administration" tab, then the "Users and Access" menu 
  2. Go to the "Users" submenu  
  3. Select the users to whom you want to assign the tag(s) 
  4. Click on the "Multiple modification" button, then on "Modify users". 
  5. In the "Add a tag" field, choose the tag(s) you want to assign to users 
  6. Finalize the assignment via the "Save" button 

 

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