Within the Payment History tab of your Budget Dashboard, you can assign payments to budgets, projects, or groups, as well as apply tags and add notes.
How to Assign Payments
If you didn’t assign a payment while sending it, you can assign it retroactively from your Budget Dashboard by following these steps.
Go to Reporting > Budget Dashboard.
Click on the Payment History tab.
Locate the payment you want to assign.
Click the paper icon on the far right-hand side.
Click Edit next to the Connections section.
Select or update the project, group, brief, or budget assignments.
Click Save.
How to Add Payment Notes
Notes can be used to add comments or additional information about the payment for reference or clarification. Notes are not visible to members.
You can add or remove notes for payments within the Payment History tab by following the steps below.
Go to Reporting > Budget Dashboard.
Click on the Payment History tab.
Locate the payment you want to add a note to.
Click the paper icon on the far right-hand side.
Click Add Notes, then type in your note. If a note has already been added and you want to remove it, click Remove Notes.
Click Save.
How to Assign Tags to Payments
Tags are labels assigned to payments for organization and categorization. They are not visible to members. You can assign tags to individual payments or apply them in bulk.
Assign Tags to Individual Payments
Go to Reporting > Budget Dashboard.
Click on the Payment History tab.
Locate the payment you want to tag.
Click the paper icon on the far right-hand side.
Click Add Tag.
Select the tag(s) you want to assign, then click Assign Tags.
To create a new tag, type the tag name in the search bar, then click Create New Tag.
Click Save.
Bulk Assign Tags to Payments
Go to Reporting > Budget Dashboard.
Click on the Payment History tab.
Select the payments you want to tag.
Click the tag icon, then select Assign Tags or Unassign Tags.
Choose the tag(s) you want to assign or unassign.
Click Assign Tags or Unassign Tags.