Assign a Tracking Group to an out-of-pocket expense
This article explains how you can allocate a Tracking Group to an out-of-pocket expense in FreeAgent.
Please note:
- You can select up to one active label from each active Tracking Group to allocate to the expense.
- You can select up to a total of 5 labels.
- You won’t see labels from hidden groups as an option to assign to an expense.
You can also assign a Tracking Group to a bank transaction.
Assign a Tracking Group to an out-of-pocket expense
When creating or editing an out-of-pocket expense, navigate to the ‘Tracking Groups’ section and select which label(s) you want to assign the expense to.
Once you’ve selected the relevant Tracking Group(s), select ‘Create new expense’ or ‘Save changes’ at the bottom of the screen to complete the process.
Edit the Tracking Group labels assigned to an out-of-pocket expense
If you need to change the Tracking Group label(s) that has been assigned to an out-of-pocket expense, you can either edit the expense and change the label(s), or use Find and Fix to edit the Tracking Group labels for multiple expenses in bulk.