Managing accounts and services across a growing customer base can quickly become complex. When teams need to focus on specific customers, track special cases, or manage internal ownership, having the right organizational tools makes all the difference.
That’s why we’re excited to introduce Tags — a new feature designed to help you organize, filter, and manage accounts and services more efficiently within your reconciliation workflow.
With Tags, you gain a flexible way to label and group items so your team can quickly surface what matters most
Every business has unique internal processes. Some teams organize accounts by account manager. Others track billing exceptions, flag services to ignore during reconciliation, or highlight strategic customers.
Tags make it easy to build views that match how your team actually works.
Instead of relying on rigid structures or custom configurations, you can simply apply tags where they’re needed and filter your reconciliation view instantly.
Apply one or multiple tags to accounts and services to label and organize your data in ways that make sense for your workflow.
Need to update many items at once? Select multiple rows and apply or remove tags across large groups of accounts or services in seconds.
Quickly filter your reconciliation view to see only the tagged items you care about. Whether you're reviewing specific customers or investigating billing issues, Tags help you focus faster.
Tags appear directly in the reconciliation table, giving your team immediate visibility into which items are labeled or flagged.
Our partners are already finding creative ways to incorporate Tags into their daily workflows. Some common use cases include:
Because Tags are flexible, you can adapt them to support nearly any internal process your team relies on.
One of the biggest advantages of Tags is simplicity. There’s no need for complex configuration or additional custom fields. You can start using Tags immediately to organize your data in a way that reflects how your business actually operates.
As your processes evolve, your tagging strategy can evolve with them.