Tag management

The Tag management page lets you create custom tags and modify system tags to control how transactions are categorized across your organization. Tags are based on specific criteria, include and exclude terms, amount thresholds, and recurrence frequency, and apply automatically to all matching transactions once saved. Changes are reflected immediately in transactions and analytics.

Create tags

This feature allows you to enhance transaction tagging by creating and applying tags based on specific criteria, including exact include/exclude terms and optional amount thresholds. It offers flexibility, with immediate updates reflected in transactions and analytics.

To create or update transaction tagging, perform the following steps:

1. Upon login to the Ocrolus Dashboard, click on the profile icon and select Tag Management from the dropdown list.

   

2. On the Tag Management page, all the existing custom tags are listed.

   📘

   Note:

   To manage existing custom tags, click on the vertical ellipsis icon and edit or delete the intended created custom tags.

   

3. Click on the ADD TAG button to create the new custom tag.

   

4. On the Add custom tag tag pop-up page, enter the following details:

   • Tag label: Enter a name for the custom tag.

   • Description: Optionally, add a description for better context.

   • Color: Choose a color to distinguish the tag visually.

   • Exact Include Terms (Required): Specify terms for precise tag application.

   • Exact Exclude Terms: If applicable, define terms for exclusion.

   • With amounts: Set the amount or amount range thresholds, if needed.

   • With recurrence: Set the recurrence frequency as desired.

     

5. Click on the ADD TAG button.

6. Once a custom tag is created, it will automatically be applied to all relevant transactions. You can view these tagged transactions on the Transactions page.

Edit system tags

Ocrolus also includes ready-to-use System Tag categories specifically designed for lending scenarios.

To use the system tags, perform the following steps:

1. Upon login to the Ocrolus Dashboard, navigate to the profile icon and select Tag Management from the dropdown list.

   

2. On the Tag Management page, select the System Tag that you want to customize and then click Edit.

   

3. On the Edit System Tag pop-up page, enter the following details:

   • Exact include terms: Terms for precise tag application. This is a mandatory field.
   • Exact exclude terms: The terms that need to be excluded. This is an optional step.
   • With amounts: Set the amount or amount range thresholds, if needed.
   • With recurrence: Set the recurrence frequency as desired.
   

4. Click on the UPDATE TAG button.

5. Once a system tag is updated, it will automatically be applied to all relevant transactions. You can view these tagged transactions on the Transactions page.