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How do I associate projects and reporting tags with bills?
To associate projects with your bills:
- Go to Purchases from the left sidebar and click Bills.
- Click the + New button in the top right corner of the page.
- Select a vendor and add the item details.
- Select a Customer Name in the Customer Details column of the items table.
- Click the Edit icon next to Billable and select the Project Name from the dropdown.
To associate reporting tags with bills:
- Go to the bill to which you want to associate the reporting tags.
- Click the ••• icon next to the amount.
- Click Show Additional Details.
- Select the reporting tags from the Reporting Tag dropdown.
- Click Save.
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