Tag transactions without an invoice

I wish to project tag a load of bank transactions, they do not have invoices or purchases created on the system.

The transactions are “tagged” according to the nominal account tagging process.

Hello @darrej1

Unfortunately a project tag can only be applied to an invoice, estimate or purchase order. There isn’t a way to tag a bank transaction.

However, you can apply an adjustment to a project tag if needed:

New Project Adjustments

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