Once you have enabled the Tags feature in your Aplos account, there are a few essential setup and management steps to ensure your data is categorized accurately for reporting.
 

Before you start creating individual tags, you should configure the overall structure of your Tag dimensions.

Rename Tag Categories (Dimensions)

Aplos provides up to five default Tag layers (dimensions) such as "Fundraisers" or "Projects." You have the flexibility to rename these categories to better reflect your organization's internal tracking needs (e.g., renaming "Projects" to "Grants" or "Locations").

1. Click on the specific Tag dimension tab you wish to rename (e.g., "Projects").
2. In the top right corner, click the down arrow dropdown.
3. Select Rename Tag Category.
   
4. Enter the new name and select "rename".
   

This change will be reflected across the Tag management screen, when entering transactions, and on your tag-based reports.

Configure Tag Entry Mode

You must decide how tags from each dimension will be applied to transactions. This is set per tag layer:

• Multi-Tag Mode: This mode allows the user to select more than one tag from this dimension for a single transaction. This is useful if you need to split a single expense across two or more departments or projects.
• Single Tag Mode: This mode restricts the user to selecting only one tag from this dimension per transaction. If you choose this option, you also have the ability to make tag selection required for every transaction using that dimension.

Creating individual tags and organizing them into groups is straightforward and mirrors the functionality of your Chart of Accounts screen.

Creating Groups and Tags

You can organize your individual tags using Tag Groupings for cleaner, more summarized reporting.

• To Add a New Group: Click the green plus sign (+) in the top right corner, and select Add New Group. Enter a name and save.
  
• To Add an Individual Tag: You have two options:
  • Option 1 (Using Green ): Click the green plus sign (+) in the top right corner, and select Add Tag. You will be prompted to confirm the Tag Grouping it belongs under, enter a Tag Number, and a Name.
  • Option 2 (Using Black ): Click the plus sign (+) next to the specific Tag Grouping you want the tag to be under. Enter the Tag Number and Name directly.
    

Utilizing Sub-Tags

Similar to sub-accounts, you can create a hierarchical structure using sub-tags to break down a main tag into finer detail.

• When creating a new tag, select the option to designate it as a Sub-Tag.
• You will then select the existing parent tag you wish it to live under.

Managing Tags with Drag-and-Drop

The Tag management screen supports drag-and-drop functionality for easy organization:

• Reorder Tags and Groups: Click and drag any Tag or Tag Group up or down to change its display order.
• Create a Sub-Tag: Click and drag a tag inward (to the right) underneath another tag to instantly make it a sub-tag.
• Move Tags Between Groups: Click and drag an individual tag to drop it into a different Tag Grouping.

Once your tags are successfully set up and organized, you are ready to begin entering transactions.