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  Tagging allows communication to be displayed and logged in a central location within Databasics. This avoids having to use multiple avenues to keep track of communication in regards to expense reports.

How to Tag within the Report

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:

1. Go to Expenses.
2. Highlight the report you want to tag.
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3. Go to Actions. 
4. Select Tag Report. 
5. You can now:
   -View the messages
   -Delete messages by clicking the trash icon Image Removed
6. Add new messages by selecting New and filling in the To and Message fields.
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7. Check the Send Email box if you want to send the message as an email. When the box is unchecked, the message will be tagged on the report as a green message icon under the notice column. 
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8. Select Tag Message to send the message.Click on Expense
9. Open up the Expense Report where you would like to add the tag message.
10. Click on the Image Addedmessage icon
11. Select a recipient in the To field. You can type in their name or use the Image Addedsearch icon.
12. By default, the box to Send Email is checked. You may uncheck this if you do not want an email to be sent to the recipient. They will see the tag message upon logging into the application even if an email is not sent. 
13. Enter in your message in the Message box.
14. Click on Tag Message to save and sent an email if the option was selected. 
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15. To add a new message click on Image Added icon. 
16. To delete messages, clicking the Image Added trash icon 
17. Once a tag message has been add, the icon below will show in the Notice column.
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How to Tag the Report from

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the

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Current Reports list:

1. Go to Expenses.
2. Go to the report you want to tag.
3. Select the blue message icon Image Removed
4. You can now:
   -View the messages
   -Delete messages by clicking the trash icon Image Removed
   
5. Add new messages by selecting New and filling in the To and Message fields.
   Image Removed
6. Check the Send Email box if you want to send the message as an email. When the box is unchecked, the blue message icon will become green and will show the number of messages the report has. 
   Image Removed 
7. Select Tag Message to send the message.Click on Expense
8. Select the report you would like to add a tag.
9. Click on Actions
10. Select Tag Report.
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11. Select a recipient in the To field. You can type in their name or use the search Image Addedicon.
12. By default, the box to Send Email is checked. You may un-check this if you do not want an email to be sent to the recipient. They will see the tag message upon logging into the application even if an email is not sent.
13. Enter in your message in the Message box.
14. Click on Tag Message to save and sent an email if the option was selected.Image Added
    
    
15. To add a new message click on Image Added icon. 
16. To delete messages click on theImage Addedtrash icon.
17. Once a tag message has been added, the icon below will show in the Notice column.
    Image Added