Everything you need to know about tags and how they can help you simplify your expense management.
Tags offer you a flexible way to structure your expenses. You can create tags in the Zevoy Hub according to your company’s needs. Tags allow you to label your expenses according to company department, location, and project for example.
Once a purchase is made, users can tag the expense in the Zevoy App.
The different types of tags in Zevoy:
Fixed select tags will allow you to create a predefined list that users can choose from when tagging their expenses. Users cannot add tags to the list from the App.
Open select tags are similar to fixed select tags but the user has the option to add a new tag if needed.
Free text tags offer the user a write-in option and are especially useful when choosing from numerous options e.g. project numbers.
How to create tags in the Hub:
- Head over to Settings, choose the Tags tab.
- Click New Tag.
- Fill in a name for the tag group.
- Choose what type of tag you want to create from the drop-down menu.
- When creating fixed- or open select tags you can add tags to the list by clicking + Add tag value.
- Once you’ve added all the tags you need, click Save changes.
Problems with creating a tag?
You may already have a tag with the same name, this tag could also be archived. Head over to Archived under Settings to see your archived items. To bring back an archived item, click on the item you would like to bring back. Confirm the request and done!
If your problem persists, please contact our customer support at support@zevoy.com.
Archiving tags
In the Zevoy Hub, you can’t delete items since they may be connected to expenses and claims. Instead, we offer you the possibility to archive items that removes them from view. You can always bring back archived items.
How to archive accounts and categories in the Hub:
- Click on the tag you would like to archive to open it.
- Click the three dots in the top right corner.
- Select Archive