Associating Reporting Tags to Transactions in Zoho Books
Resolution
- Create a new sales or purchase transaction (For example, a Quote).
- Enter the details and click the More icon next to the item you’re entering.
Note: You can add reporting tags only to line items in transactions.
- Click Show Additional Information and select the Reporting Tags dropdown.
- Associate the required tags, and click Save.
Note: In case of expenses or recurring expenses, you can click Associate Tags at the bottom of the expense creation page under Reporting Tags.