How do I associate projects and reporting tags with bills?

To associate projects with your bills:

• Go to Purchases from the left sidebar and click Bills.
• Click the + New button in the top right corner of the page.
• Select a vendor and add the item details.
• Select a Customer Name in the Customer Details column of the items table.
• Click the Edit icon next to Billable and select the Project Name from the dropdown.

To associate reporting tags with bills:

• Go to the bill to which you want to associate the reporting tags.
• Click the ••• icon next to the amount.
• Click Show Additional Details.
• Select the reporting tags from the Reporting Tag dropdown.
• Click Save.