Tagging of transactions

This page illustrates how to add, edit, or clear tags for transactions in the Transaction Management module. It includes detailed steps for generating, selecting journal entries, and managing transaction tags.

1. Accessing Transaction Management module

1. From the project homepage, navigate to the Transaction page

2. Tagging Transactions

1. Click on the "Categorize" button on the right side of the transaction.
2. Select the type of journal entry to generate.

3. Click on the "Create" button to complete the transaction tagging

3. Clearing/Updating Transaction tags

1. Hover over the "three dots" icon on the right side of the transaction to open a menu with more options
2. Click "Recategorize" to open the Journal entry window. Reselect a journal type and click "Save" to change the transaction tag and the generated journal entry.

3. Click "Remove category" to clear the transaction tagging and delete the generated journal entry.