Your transactions can easily add up quickly throughout the year - here are a few tips we’ve found useful to stay on top of your tags throughout the year.
Tag right when you purchase: when you use the Ambrook card, you’ll be notified immediately of the transaction on your phone and can tag expenses right when you purchase them. Tagging immediately when the context is fresh makes it easy to remember what was purchased and why.
Set aside time for bookkeeping: if you know you’ll have a few spare moments on a particular day of the week, commit to spending an hour or two tagging during that time. Consistency helps avoid the end-of-year catch-up on transactions when it’s tough to remember what you bought.
Get your team to help out: if you have other members of your team making purchases, you can give them Staff access to help you categorize when things are purchased. See our article on permissions to give them the right level of access.
The most powerful tool to stay on top of tagging is automations, which you can learn more about in the article here!