diff --git a/docs/articles/new-expensify/workspaces/Create-and-manage-expense-tags.md b/docs/articles/new-expensify/workspaces/Create-and-manage-expense-tags.md index 28d68aefbb8d..a31e25113360 100644 --- a/docs/articles/new-expensify/workspaces/Create-and-manage-expense-tags.md +++ b/docs/articles/new-expensify/workspaces/Create-and-manage-expense-tags.md @@ -1,7 +1,7 @@ --- title: Create and Manage Expense Tags description: Add tags to use for coding expenses. -keywords: [New Expensify, expense tags, class tracking, cost center, import tags, coding expenses, tag GL code, tag approver, tag rules, tag approval] +keywords: [New Expensify, expense tags, class tracking, cost center, import tags, coding expenses, tag GL code, multi-level tag GL code, dependent tag GL code, tag approver, tag rules, tag approval] internalScope: Audience is Workspace Admins. Covers enabling, creating, importing, activating, and managing expense tags, including multi-level tags, tag GL codes, and tag approvers (Tag Rules) and how Tag/Category/workspace approvers combine in the approval chain. Does not cover personal expense rules or accounting system configuration. --- @@ -105,7 +105,7 @@ Example: If you use single-level Tags for Department, members will see one field **Note:** - With single-level Tags, you can edit or delete individual tags directly in the workspace. -- With multi-level Tags, you must update and re-import your spreadsheet to make changes. +- With multi-level Tags, you must update and re-import your spreadsheet to make changes. The exception is tag GL codes, which you can edit directly in the workspace. --- @@ -157,12 +157,15 @@ When importing multi-level Tags, enable **These are independent tags** to import ## How to add or edit a tag GL code -Workspaces on the Control plan can assign a GL code to each tag for exporting purposes. By default, tag GL codes are not visible to members, but you can choose to show them in the tag picker. +Workspaces on the Control plan can assign a GL code to each tag for exporting purposes. This includes single-level tags and every level of dependent or independent multi-level tags. By default, tag GL codes are not visible to members, but you can choose to show them in the tag picker. 1. In the **navigation tabs** (on the left on web, and at the bottom on mobile), select **Workspaces** > **[workspace name]**. 2. Select **Tags**. -3. Select a tag to open its detail panel. -4. Select the **GL Code** field, enter or update the code, then select **Save**. +3. If you use multi-level tags, select the tag list for the level you want to update (for example: **State**, **Region**, or **City**). +4. Select a tag to open its detail panel. +5. Select **GL code**, enter or update the code, then select **Save**. + +For dependent multi-level tags, each GL code is saved to the tag you selected under its parent tags. If the same tag name appears under different parents (for example: **Springfield** under both **Illinois** and **Missouri**), each one keeps its own GL code. --- @@ -248,6 +251,10 @@ Multi-level tags are available on Control workspaces only. If your Control works By default, no. Tag GL codes are visible only to Workspace Admins. However, a Workspace Admin can turn on **Show GL codes when selecting a tag** in **Tags** > **More** > **Settings** to display each tag's GL code in the tag picker for members. If that setting is off, you can still include the GL code in the tag name (for example: `1001 - Marketing`). +## Can I add GL codes to dependent multi-level tags? + +Yes. Dependent multi-level tags support a GL code at each level, the same as independent multi-level tags. You can include GL codes in the adjacent columns when you import your spreadsheet, or edit a tag's **GL code** directly in the workspace. + ## Why isn't a GL code displayed for a tag? If **Show GL codes when selecting a tag** is on but a tag has no GL code next to it, that tag doesn't have a GL code available in your accounting system. Add the GL code in your accounting system and sync the connection so it appears in Expensify.