Help · Administration
Tags in SwiftlyBooks
What you report by besides accounts and branches: a project, a donor or a department.
Set them up
- Press New tag group, name it, such as Project or Donor, and press Add the group.
- Type each tag at the foot of its group, such as a project's name, and press Add.
Use them
- Documents and journals then have a field for each group. The tag chosen at the top fills every line.
- Change a line's own tag to split a document between two projects.
- In Reports, the profit and loss can show one tag alone, such as a single project.
Good to know
- A tag already on documents or in the books can't be deleted. Retire it instead, and what carries it keeps it.
- Bring back returns a retired tag or group to use.
- With property management, each property is a tag, so its lines report by property.
Related
The same help is in the app: press the ? at the top of any page.