Reporting Tags

Reporting Tags add an analytic dimension on top of your chart of accounts — tag transactions by branch, cost centre, campaign, or anything else your business tracks, then report profit and loss by that tag.

Requires the MoneyPro module.

Defining a dimension

1. Go to Settings → Accounting → Reporting Tags.
2. Click + New Tag Dimension and name it — e.g. Branch, Cost Centre, Region.
3. Choose which modules the dimension applies to — a dimension can be scoped to only the parts of the business where it's meaningful.
4. Set the order dimensions appear in on transaction forms, if you use more than one.

Tagging transactions

Once a dimension is active, it appears as a field on relevant transactions — tag as you enter invoices, bills, expenses and journals.

Activating and deactivating

Deactivating a dimension hides it from new transactions without deleting historical tagging — past reports built on it remain accurate.

Reporting by tag

Once transactions are tagged, run a tag-wise Profit & Loss to see performance broken down by the dimension — e.g. P&L per branch — without maintaining a separate set of books per branch.

Tips

• Keep dimensions few and meaningful — a dimension every transaction must be tagged with, but nobody reports on, is just extra data entry.
• Scope a dimension to only the modules it applies to (e.g. Branch only on Expenses and Invoices) so it doesn't clutter forms where it's irrelevant.