Tags

You can now create Tags to identify a group of stores or a group of customers.
Eg. You can create a group of stores as Franchised or Retail or Commercial and then run your sales reports by the Tag – eg. Sales Incoming by ‘Commercial’ Tag

Or You can tag your customers and group them by Customer type – eg. Weekly Accounts or Monthly Accounts and then report on your customer by their Tag type

You can also schedule to close your batches by Account Tag. This will allow you to automatically schedule your batch customers to close and post the batches to Xero Weekly, Fortnightly or Monthly based on the customer Tag type.

See the video below.

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