Accounting tags belong to one selected company. Choose that company before opening Tags so the groups and assignments relate to the intended books. A similar tag name in another company is not the same accounting tag.
The workspace lets permitted users manage groups and tags and lets other authorized readers inspect them. If the page says your access does not allow creating tags or groups, ask the company administrator to review the required permission rather than preparing labels in another company's workspace.
Use concise names that explain the intended project, location, team or other grouping. The name field supports up to 100 characters. Keep definitions consistent so another preparer can choose the correct tag without relying on informal abbreviations.
A tag definition alone does not assign accounting amounts or change ledger balances. Use the relevant assignment workflow and then review the resulting tagged report. Where a budget uses confirmed class allocations, do not assume an unrelated metadata tag automatically supplies that allocation.
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