We’ve just added a few enhancements to the project tagging module.
See all your tags from the invoice management screen
If you glance up to the top right hand corner on the invoice management screen (also applies to purchases, purchase orders, quotations and recurring invoices) you will now see an additional button Show Tags.
When you click this it will rebind the list of invoices with all the project tags sitting below the description. You can click on these project tags to jump straight into the project details screen.
This feature will make it easy to get a quick overview of how a bunch of items have been tagged.
Apply, Remove, Replace Tags in Bulk
Also within the invoice management screen we have added a button Update Tags. If you select a few items on the list you now have the ability to add, remove or replace tags in bulk (50 at a time).
As with the tag visibility option you can now apply bulk tags to sales invoices, purchase invoices, quotations, recurring invoices and purchase orders!
We hope you find these additions to be useful, please let us know your thoughts.
This looks great, what would be fantastic wold be the ability to add project tags when tagging from the bank. Preferably from a drop down list - rather than having to go back to it in sales/purchases afterwards. Or go all the way and have it available in auto bank taging too!
Is it possible to filter the view to show the “untagged items?”
Also
Is it possible to set a default tag for all expenses and invoices?
Or maybe a Report for a “unttaged project” so we can have the invoices and expenses that has not any tag.
I’m afraid not, although this is something that I agree would be useful. We will try to address this in due course although I can’t provide any time scales at this stage.
Hi - great progress. I wanted project tags on purchase invoice import which isn’t there yet but i tried a workaround with default supplier tags. Unfortunately, the supplier’s default project tag is not applied on invoice import. Can this be changed?
