Within the Payments Dashboard, you can assign payments to budgets, projects, and groups, as well as apply tags and add internal notes. These tools help you organize payments for better reporting, team visibility, and overall workflow management.
Assigning Payments
If you didn’t assign a payment to a project, group, brief, or budget when sending the payment, you can update it later from the Payments Dashboard:
Go to Reporting > Payments.
Search for and click on the payment.
Click Edit next to the Connections section.
Add or update the project, group, brief, or budget assignments.
Click Save.
Adding Notes to Payments
Notes can be used to provide additional context or reference details. They are not visible to members.
To add, edit, or remove a note:
Go to Reporting > Payments.
Search for and click on the payment.
Click Add Notes, then type your note.
To remove an existing note, simply click Remove Notes.
Click Save.
Assigning Tags to Payments
Tags help categorize payments for internal tracking and are not visible to members.
To add tags:
Go to Reporting > Payments.
Select one or more payments using the checkboxes.
Click the
icon.Select from existing tag(s) or type a new tag name to create one.
Click Assign Tags, then Save.
Update Payments in Bulk
To save time, you can apply changes to multiple payments at once, including tags, notes, and connections:
Go to Reporting > Payments.
Select the payments you want to update.
Click the
icon.Choose the action(s) you’d like to perform:
Apply Tags
Add, Edit or Remove Notes
Edit Connections (Project, Group, Brief, Budget assignments)
Click Save Changes.
