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  • Getting Started
  • System Configuration
    • Getting started with Elven
    • Project and Entities
      • Choose an Accounting Start Date
    • Inviting team members
    • Viewing activity logs
  • Financial Configuration
    • Configure Chart of Accounts
    • Configure Journal types
    • Configure Auxiliary Accounting
    • Setting Account Opening Balance
  • ACOUNT MANAGEMENT
    • Importing account balances
    • Importing transactions
      • Importing derivatives transactions
    • Verifying account balances
    • Counterparty Accounts Management
      • Managing counterparties
      • Automated counterparty identification
  • Transactions management
    • Transactions overview
  • Bookkeeping
    • Accounting with transaction data
      • Tagging of transactions
      • Rule based tagging
    • Accounting with business data
      • Importing business data using API
      • Importing business data with CSV file
      • Automated bookkeeping of business data
  • ASSETS AND VALUATIONS
    • Assets management
      • Add tokens via smart contract
      • Customising price feeds for assets
    • Fair value of Crypto assets and adjustments
    • Currency exchange (FX) PnL adjustment
    • Derivatives unrealized PnL adjustment
    • Broker business inventory management
  • RECONCILIATION
    • Transaction Reconciliation
  • REPORTS
    • Trial balance
    • Account Balance sheet
    • Financial statements
    • Crypto assets disclosure form
    • Dashboard
  • OpenAPI
    • Obtaining API Authorization
    • Import Business Data
    • Create Account
    • Query Account
    • Create Source
    • Query Source
    • Import Transfer
    • Import Trade
    • Import Gain/Loss
    • Import Account Balances
    • Import Price
    • Query Platform
    • Query Currency
    • Timezone
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On this page
  • 1. Accessing Transaction Management module
  • 2. Tagging Transactions
  • 3. Clearing/Updating Transaction tags

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  1. Bookkeeping
  2. Accounting with transaction data

Tagging of transactions

PreviousAccounting with transaction dataNextRule based tagging

Last updated 7 months ago

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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.