Ability to tag transactions
It would be great to be able to tag transactions to run reports. Sample tags: variable expense, fixed expense, client name, vendor name, company division, project, etc.
anonymous
shared this idea
3 comments
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Matt Tyler
commented
This a fantastic idea. 3 ways would use it:
Job name/numbers as tags, allowing me to click on a tag to see the whole scope of expenses for a certain job.
Different work types would be tagged separately, so that it is quicker to compare the scope of our work that is design vs. actual install.
Expenses could be tagged per card holder, to get a better feel for which partner is spending money on what.
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Alan Mills
commented
It might be categorizing, but I look at it like 'labels' in Google Mail. A cross-cutting label on any transaction which allows grouping, searching and filtering transactions to find ones of interest.
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Mark Ericson
commented
Tags or labels would be very interesting, I could see using it for many other things too, such as "AskAccountant" or "FindReceipt". Also I might use it for the source of a sale "phone", "web" Would provide a convenient way of creating my own flexible tagging and searching of transactions.
