How do I tag transactions with data from my NetSuite account?

Your users can enrich Soldo transactions with data from your NetSuite account. That means the transaction metadata will include these tags even after you export them to NetSuite. You can learn more about the available fields from the article: Which fields will the integration import from NetSuite?

To assign tags to a transaction:

1. From the left-hand side menu, click Reports and select NetSuite.
2. Make sure you are in the To Export tab (at the top left of the page).
3. Select the transaction you want to update. A right-hand side menu will open.
4. You can now select tags for any list, as well as add multiple tax rates and categories by splitting the transaction into lines (for more details, see “Can I assign multiple VAT rates to a transaction?”).