How to Associate Reporting Tags in Zoho Books
Resolution
Once you have created reporting tags, you will be able to associate them with items, contacts and other transactions.
Associating Reporting Tags to Items
- Go to the Items page and create a New Item or edit an existing item.
- Enter all your details and click Associate Tags at the bottom of the page.
- Associate the required tags and click Save.
Associating Reporting Tags to Contacts
- Go to the Contacts page and create a New Contact or edit an existing contact.
- Enter the required details and click the Reporting Tags tab at the bottom.
- Associate the required tags and click Save.
Associating Reporting Tags to Transactions
- Create a new sales or purchase transaction (For example, a Quote).
- Enter the details and click More Options (the three horizontal dots near the item table).
- Click Add Additional Information and associate the reporting tags in the pop up that appears.
- Click Save.
Note: In case of expenses or recurring expenses, you can associate tags at the bottom of the expense creation page under Reporting Tags.