Tag Report

 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:

1. Click on Expense
2. Open up the Expense Report where you would like to add the tag message.
3. Click on the message icon
4. Select a recipient in the To field. You can type in their name or use the search 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 tag message upon logging into the application even if an email is not sent. 
6. Enter in your message in the Message box.
7. Click on Tag Message to save and sent an email if the option was selected. 
   
8. To add a new message click on  icon. 
9. To delete messages, clicking the  trash icon 
10. Once a tag message has been add, the icon below will show in the Notice column.
    
    

How to Tag the Report from the Current Reports list:

1. Click on Expense
2. Select the report you would like to add a tag.
3. Click on Actions
4. Select Tag Report.
   
   
   
5. Select a recipient in the To field. You can type in their name or use the search icon.
6. 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.
7. Enter in your message in the Message box.
8. Click on Tag Message to save and sent an email if the option was selected.
   
   
9. To add a new message click on  icon. 
10. To delete messages click on thetrash icon.
11. Once a tag message has been added, the icon below will show in the Notice column.