Key Concepts of Tags
Definition:
A dimension or A Tag in SparkReceipt is a data attribute that can be assigned to financial entries (like invoices or expenses) to track and analyze them by different criteria.
Examples of Dimensions:
Department (e.g., Sales, Marketing, HR)
Project (e.g., Project A, Website Redesign)
Region (e.g., North America, Europe)
Cost Center (e.g., R&D, Operations)
Customer or Vendor (to track income or costs by entity)
Product Line (e.g., Electronics, Software)
Other good-to-know information about TagsTags are included on reports and exports
You can search documents based on tags
You can add tag input into automations
Tags can be added when uploading a document
In the Desktop browser application, there are settings to manage Tags
