AccountsPrep - How to Manage and Add Analysis Tags

The steps required to manage and add Analysis Tags in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago


This article will show you to how add, delete or disable your Analysis Tags.

Applies To

  • AccountsPrep integrated companies.


To manage or add new Analysis Tags, please follow these steps:

  1. Click on Settings in the navigation bar.

  2. Click on Analysis Tags.

  3. Use the Add Tag + button to add new tags. Delete current tags by ticking the Delete option. If you want to disable a tag but not delete it, you can untick the Active option.

  4. Please click the green Save button when you have made any relevant changes!

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