Project tagging locked purchases after VAT return

Accounting
1

Does anyone know if it’s possible to still add project tags to purchases after they’ve been locked by a VAT return?

We’re starting to outsource our bookkeeping and without tagging every invoice before we send it to them, they don’t know what purchase is for what project, so we need to go in afterwards and add tags.

As it doesn’t effect anything other than grouping things for a report - would be great if there was a way to add tags without unlocking things?

2

Hi @davekki,

Yes you can still add project tags to an invoice even if it has been locked by a VAT return.

Hope this helps :slight_smile:

3

Ooh, thank you - I’ve been trying to do it from the edit invoice page. Now I see you can select checkboxes from the bank and add tags there - brill!!

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