Trovata

Understanding best practices with the tagging process will allow for more organized cash flow analysis, reporting, and forecasting

Tagging Guidelines & Best Practices

Find metadata search suggestions for common tag categories!

Depending on your company's reporting structure, you can use this template as a guide when building out your Tags!

Effortlessly label huge sets of transactions using powerful search and filtering tools

Find answers to FAQs derived from the Tags page

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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