In Nordea Business Card, administrators and accountants can set default tags for individual users. This allows tag values to be automatically assigned to expenses based on which user made the purchase.
What are tags at user level?
Tags at user level allow you to automatically assign values such as cost centre, cost bearer, or project to a user's expenses.
This reduces manual work and helps ensure that expenses are assigned the correct accounting information from the start.
Before you start – enable tags
Before you can set tags at user level, the tags your company wants to use must first be enabled.
Go to Accounting settings.
Find the Tags section.
Enable the tags your company wants to use, such as Cost bearer, Cost center, or Project.
Make sure values are available for the tags.
The available tags and values are retrieved from your connected accounting system.
If a tag is greyed out and disabled, it cannot be used in accounting rules at user level.
Set tags for a user
Once the tags have been enabled, you can select which tag values should automatically be applied to a specific user's expenses.
Go to Teams & Cards.
Select the user you want to configure.
Find Accounting rules.
Under Set tags, select the tag you want to use.
Select the tag value that should be applied to the user's expenses.
The selected tag value will then automatically be applied to the user's expenses.
Benefits of setting tags at user level
Less manual accounting work.
Fewer manual errors by automatically applying the correct tag values.
Easier reporting and follow-up across cost centres, projects, and other tags.
Good to know
Accounting rules are set separately for each user.
The selected tag values are automatically applied to the user's expenses.
The available tags and values depend on your connected accounting system.
A tag must be enabled under Accounting settings before it can be used in a user's Accounting rules.
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