About transaction tags

• Transaction tags let you label, organize and track your business expenses.
• They are completely customizable, so you use them in whatever way that works best. 
• Tags can be created by a business owner or administrator with full access.

To add a new tag and edit existing tags in Spend Management

1. Select your central billing account, then choose Go to Spend Management.
   Note: For individually billed accounts, select the business owner’s card instead of the centrally billed account.
2. Select Profile & settings, then choose Tags in the Company settings column.
3. To add a new tag: Enter the name of the tag in the text field, then choose Add tag.
   To edit an existing tag: Double-click the tag name to open the text field and enter the new name.

To add and remove tags to/from a transaction in Spend Management

1. Select your central billing account, then choose Go to Spend Management.
   Note: For individually billed accounts, select the business owner’s card instead of the centrally billed account.
2. Select Transactions and choose the transaction you want to add a tag to.
3. Open the drop-down menu in the Actions column and select Transaction details.
4. To add tags to a transaction: Open the drop-down menu in the Tags tile and select the tags to apply.
   To remove tags from a transaction: Open the drop-down menu in the Tags tile and de-select the tags assigned.