ActiveBooks Documentation
Importing Data in ActiveBooks
Printing
Workflows
Email
System Configuration
Data Privacy
- Personal Data Download
- Personal Data Deletion
Articles
Using ActiveBooks
Automation
Accounts
- Introduction
  Setup and Opening
  Accounting Entries
  Accounts Settings
  Company Setup
  Chart of Accounts
  Opening Balance in Accounts
  Cost Center
  Distributed Cost Center
  Fiscal Year
  Accounting Period
  Finance Book
  Accounting Dimensions
  Accounting Dimensions Filters
  Bank
  Bank Account
  Billing
  Sales Invoice
  Purchase Invoice
  Inter Company Invoices
  Credit Note
  Debit Note
  Credit Limit
  Taxes
  Item Tax Template
  Tax Withholding Category
  Tax Rule
  Tax Category
  Pricing
  Pricing Rule
  Promotional Scheme
  Exchange Rate Revaluation
  Currency Exchange
  Currency
  Retail Operations
  Point of Sale Profile
  Point of Sale
  Cashier Closing
  Tools
  Bank Reconciliation
  Payment Reconciliation
  Period Closing Voucher
  Payment Order
  ActiveBooks to QuickBooks Migrator
  Process Statement of Accounts
  Accounting Reports
  Accounting Reports
  Advanced
  Multi Currency Accounting
  Deferred Revenue
  Deferred Expense
  Process Deferred Accounting
  Bank Guarantee
  Budgeting
  Loyalty Program
  Auto Repeat
  Invoice Discounting
  Subscription
  Subscription
  Subscription Plan
  Subscription Settings
  Shareholder Management
  Share Holder
  Share Transfer
  Share Reports
  Articles
  Articles
  Freeze Accounting Entries
  Post Dated Cheque Entry
  Adjust Withhold Amount in the Payment Entry
  Bulk Payment Entry
  Difference Entry
  Changing Parent Account
  Withdrawing Salary from Owner's Equity Account
  Common Receivable Account
  Freeze an Account
  Round of Account Validation Message
  Purchase Tax or Charges Categories
  Types in Sales and Purchase Tax Template
  Manage Foreign Exchange Difference
  Recurring Orders and Invoices
  Delivery from Sales Invoice
  Exchange Rate Field Frozen
  Fiscal Year Creation
  How To Customize Cash Flow Report
  Immutable Ledger In ActiveBooks
  Purchase Invoice - Account Type Error
  Fixing Fiscal Year Error
  Stock and Accounting Module Integration
  Merging Accounts
Stock
CRM
Selling
Buying
HR
Projects
- Project
  Project and Managing Expenses
  Salary Slip from Timesheet
  Activity Type
  Project Template
  Timesheet
  Projects
  Introduction to the Project Module
  Project Profitability
  Project Reports
  Project Type
  Project Update
  Project from Customer Portal
  Activity Cost
  Project Costing
  Project
  Tasks
  Project Views
  Sales Invoice from Timesheet
  Delayed Tasks Summary
  Project Profitability Report
- Articles
  Make A Colorful Gantt Chart

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Tags

Using Tags easy way to classify different kinds of documents in their respective categories.

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Last updated 3 years ago

You can add any tag to a DocType just like Assignments and Comments.

While going through a document list, you may filter the same by using tags.
At a glance, you will be able to see the number of documents tagged to each classification.

Find all tagged documents

Once you've tagged a couple of documents with a specific tag, you can find all the tagged documents by searching for "#tagname" in the global search bar on the top.
For example, consider you've tagged some documents with the tag "project 19". Simply type "#project 19" in the global search bar without quotes and select #project 19 from the results.

Tags in Reports

All the tags that get created in your ActiveBooks account can also be searched when fetching a report.
These tags can also be searched as a filter in the report.