Use Labels to Organize Documents

How It Works

The Custom tab holds your own labels, with Label name, Created by, Applies to (All or AP) and Created date. The System tab holds labels Finofo applies itself: Overdue for invoices that are past due, and Approval rejected for invoices rejected without a follow-up approval run.

Labels show as a column on lists such as Invoices, can be a condition in approval policies, and can filter CSV reports.

Create a Label

1. Open Settings > Labels and stay on the Custom tab.

2. Click New label.

3. Name the label and choose what it applies to: All or AP.

Apply a Label to a Document

1. Open the document and find Labels in the Overview panel.

2. Click + and choose the label.

3. On new purchase orders and expenses, add labels in the form's Labels section.

Use Labels in Approvals and Reports

1. In Settings > Approval Workflows, create a policy and choose Label as a condition, then is or is not, and pick labels from Select labels....

2. In Settings > Reports, add a Label filter to export only labelled invoices.

Tips

• Agree label names with whoever owns approval policies before creating them.
• Keep the list short and specific. A few well-used labels beat many that nobody applies.
• Filter on the Overdue system label to chase late invoices.

Frequently Asked Questions

Where do I create labels?

In Settings > Labels, on the Custom tab. Everyone can then apply them on documents.

What does Applies to mean?

Whether the label can be used on all documents (All) or on accounts payable documents only (AP).

Can I edit the System labels?

No. Finofo applies Overdue and Approval rejected automatically.

Can a label change who approves an invoice?

Yes, if an approval policy uses a Label condition.