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How to Tag the Report from the Current Reports list:

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.

How to Tag the Report from inside the Report:

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 Sending notifications 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 Send Notification within the Report:

1. Click on Expense
2. Open up the Expense Report where you would like send notification.
3. Click on the Image Addedmessage icon
4. Select a recipient in the To field. You can type in their name or use the Image Addedsearch icon.
5. 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 Notification upon logging into the application even if an email is not sent. 
6. Enter in your message in the Message box.
7. In the CC add any additional recipient's you would like to be copied on the email. The additional recipients can be added by typing in the first few characters of the name or just simply typing in the email address(es), this can include external email address as well. Multiple e-mail address can be added comma separated.
8. Click on SEND to save and send an email if the option was selected. 
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9. To add a new message click on Image Added icon. 
10. To delete messages, clicking the Image Added trash icon 
11. Once a notification has been added, a counter beside the message icon will show Image Added, and the icon below will show in the Actions column (in "My Expenses" list screen)
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How to Send a Notification from the Current Reports list:

1. Click on Expense
2. Select the report you would like to send notification.
3. Click on the Options icon Image Addedunder Actions column.
4. Select Send Notification.
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5. Once the notification pop-up is generated repeat the steps 4-11 above.