How to Tag the Report from the Current Reports list:
- Go to Expenses.
- Highlight the report you want to tag.
- Go to Actions.
- Select Tag Report.
- You can now:
-View the messages
-Delete messages by clicking the trash icon - Add new messages by selecting New and filling in the To and Message fields.
- 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.
- Select Tag Message to send the message.
How to Tag the Report from inside the Report:
- Go to Expenses.
- Go to the report you want to tag.
- Select the blue message icon
- You can now:
-View the messages
-Delete messages by clicking the trash icon - Add new messages by selecting New and filling in the To and Message fields.
- 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.
- Select Tag Message to send the message.