Document labeling helps you keep your business files organised by assigning specific keywords to them. Instead of searching through long lists, you can use labels to categorise, filter, and find exactly what you need in seconds.
You can assign labels to any document type, including sales invoices, purchase invoices, quotes, receipts, and credit notes.
How to access labels
You can manage labels from several places within the Banqup web app:
From the action bar when selecting a document.
While drafting a new document in Document Creator.
While viewing the details of a document.
Accessible via the three dots next to any document.
Assigning a label
Click the Labels button (see in the previous step the different places where you can find it).
Start typing your keyword. The search is case-insensitive, so "Paid" and "paid" will find the same tag.
Select a suggested label or click +Add [Label Name] to create a new one. Pressing the ENTER or TAB key on your keyboard also works.
Click the checkmark icon to add the label to the document.
Applied labels will appear as clear "chips" at the top of your document for easy visibility.
Removing a label
To remove a tag, simply click the X on the label chip. When you remove a label, the system automatically puts your cursor back in the input box so you can quickly add a different one if needed.
Tips for a faster workflow
Press the ESC key to smoothly exit the label menu once you are done tagging.
As you type, the system suggests existing labels used in your space, or you can create a brand-new one on the fly.
Labels you create are shared across your entire business space, helping you maintain consistent categories for your team.
You can add several labels to the same document.
Examples of use cases
Project Management: Label receipts and invoices with specific project names (e.g., "Main Street Renovation").
Attribution: You can label sales invoices or quotes to track who's the account manager or responsible for bringing the business to your company.
Categorising: You can label purchase invoices with specific categories like "Rent", "Utilities", or departments "Marketing", "Sales".