This guide provides a step-by-step process for setting up Tags to monitor your expenses on Alaan. This feature allows for efficient accounting processes by tracking expenses through additional dimensions relevant to your business.
Step 1: Navigate to the Accounting menu on the sidebar.
Step 2: Click on Settings.
Step 3: Click on Expense Tracking Tags.
Step 4: Click on Add Tag Group to create a new folder to host the related Tags. Two options are available:
Multi-Select: Predefine a list of Tag items for employees to select from when submitting expenses, such as Locations, Departments, etc.
Text: Provide an open text field for employees to enter details when submitting expenses, such as Project, Order, Trip, etc.
Step 5: If you have selected Multi-Select in the previous step, you should now create the list of Tag items that will be available for selection. Click Add Tag and choose a Name and Accounting Reference Number for each Tag.
Enabling Employee-level Tags allows Employees to be linked to a Tag Group. This link can be done on each Employee profile.
In the image above, if an Employee is linked to UAE, all his transactions will be tagged with UAE-0001 automatically.
Alternatively, set up Expense Tracking Tags directly from the Settings menu.
Step 1: Navigate to the Settings menu on the sidebar.
Step 2: Click on the Expense Tracking Tags widget and follow the instructions described above.
