Organise and easily find your expenses in Jenji thanks to Tags

 

Tags are labels, customisable via the account settings, that can be associated with any type of expense. These 'labels' are used to:
 

• Classify expenses, for example by assignment, project, etc.
• Help organise and search for expense reports.

 

Tags can be exported with the expense data in standard exports in CSV and Excel format, which enables this information to be used in cost accounting.
 

Who can add a Tag to an expense?

 

The rights to add tags vary depending on the version of Jenji you are using:
 

• Solo Plan: you can add one or more tags directlywhen entering or modifying an expense, either via the mobile application or the web interface. Any new tag created via this route will be synchronised and available in the settings of your jenji.io personal space.
• Employee profile in Team/Enterprise plan: you can add a tag via the mobile application, or the web interface. You have access to the list of tags that have been configured in your company's account. You can add a tag when entering new expenses, or while editing existing expenses, as long as they have not yet been approved.

 

Managing Tags (understood as adding them and how to use them) is just as possible on the web application as it is on mobile applications.
 

Manage Tags on the web application

 

Add a Tag to an expense or a group of expenses

 

Go to app.jenji.io.
 The Tags feature is represented by the following label:

The label is available:

• Either when viewing a particular expense. Just click on the icon.
• Or from the list of your expenses. Start by ticking one or more expenses, then click on the icon.

 

Select an existing tag

 

In the Expenses tab:

 

• Select the expense(s) of your choice
• Click on Actions > Add tags
• Check the tag of your choice,
• Then click on Ok.

 

• The Tag is associated with the expense.

From your expense account:
 

• Click on Add tags

 

• Check one or more tags
• Click on Validate

 

 

Search for expenses by Tag

On the Expenses tab:  

• Click on Add Filter > Type Tags in the search bar or scroll through the different criteria
• Click on Tags > Check the tag(s) you want
• Click on Apply

 

 

 

 

Delete a Tag from an expense

 

A tag may be deleted at any time, by accessing the expense detail.

• Click on the green tag.
• Click on the tag.
• Then validate.

 

 

Manage Tags on the mobile application

 

Add a Tag to an expense

 

Tags can be added either during entry or when editing expenses or mileage expenses:
 

• From your expense, click on the Tags
• The list of tags configured in the account is displayed. Select the tag of your choice.
• Click on the return arrow.
• Validate the creation/modification of the expense by clicking on Save.

 

If you are using Jenji in a Solo plan, it is also possible to create your tag directly from the visualisation of an expense:
 

• Type the label of your choice in the search bar.
• Click on Create tag?.
• Click on the return arrow.
• Validate the creation/modification of the expense by clicking on Save.

 

 

Search for expenses by Tag

 

At any time, you can use the search tool to easily find your data.

• Type the label corresponding to the Tag in the search tool.
• The expenses to which the Tag is attached are displayed.

 

Delete a Tag from an expense

 

As with the web application, it is possible to delete a Tag associated with an expense:
 

• Click on the Tags
• Click on the cross to the right of the Tag, then on the return arrow.
• Click on Save to save the expense modifications.