What are tags?
Tags help you categorise and organise your transactions with custom labels. You can create, view, filter and edit tags, add tags to or remove them from transactions, and deactivate tags when they are no longer needed. Tags are synchronised and available across both the Client Portal and the mobile app.
Use tags to identify items such as specific projects, cost centres, teams, events, or vendors. They provide instant insights, eliminate manual sorting, and make your financial analysis significantly faster and more efficient.
Tags operate at the company level within the Wallester hierarchy. Once a tag is created, it becomes available for use across all your accounts.
How to Use Tags?
Tag rules
Each transaction can include up to 10 tags.
Tag names can be up to 32 characters long and support letters, numbers, underscores and hyphens. Spaces are not permitted.
Uppercase characters are converted to lowercase upon creation to prevent duplicates (e.g., "Crew" and "crew" are treated as the exact same tag).
View tags
In the Client Portal, tags are displayed in the transaction list for accounts and cards, as well as within transaction details.
In the mobile app, tags are visible on the transaction details screen, in the Tags section. In the transaction list, a tag icon indicates if tags have been added to a transaction.
Tags are also included in statements exported in CSV or Excel formats.
Add and create tags in the Client Portal
Go to the transaction list or open the transaction details, then click Add or the tag icon.
Click the search field and type the name of the tag.
If the tag already exists and is shown in the suggestions list, click it to attach it to the transaction.
If the tag is not in the suggestions list, press Enter on your keyboard or click the new tag badge.
A colour will be assigned automatically upon creation and can be changed later by editing the tag.
Add and create tags in the mobile app
Open the transaction details screen and tap Add tag in the Tags section.
To add an existing tag, tap it in the Suggested tags list.
To create a new tag, tap the Create new tag button.
Use the search field to find tags. Use the Create "[tag name]" button to create a new tag if you did not find the tag.
Choose a custom colour from the palette if required.
Remove a tag from a transaction
Open the transaction list or transaction details.
Find the tag you want to remove from the transaction.
Use the x on the tag.
Edit a tag
Open the transaction list or transaction details.
Find the tag you want to modify.
Rename the tag or select a new colour.
Confirm the changes. The tag will be updated across all transactions where it is applied.
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Deactivate a tag
Open the transaction list or transaction details.
Find the tag you want to deactivate.
Confirm the deactivation. The tag will remain visible on transactions where it is already applied but will no longer be suggested for future use.
To reactivate a deactivated tag, create it again.
Filter by a tag
Filtering transactions by tags is only available via the Client Portal.
Open the Filters menu above the transaction list.
Select the required tags from the Tags section and apply the changes.