Apply tags to client notes in Xero HQ

Use tags to categorize and filter notes.

You can add a note to a client and use tags to relate it to other notes on the same subject.

Tagging notes

Some things to keep in mind when using tags.

  • You can add multiple tags to a note. The note will appear in the list when you filter notes by each tag you apply to it.
  • You can apply a tag to any note for any client in your practice. However, when you filter notes by a specific tag, only the notes for that client will be listed.
  • Anyone can tag a note, but you must have Practice Administrator or Principal permissions to create or manage tags.

Add or remove tags from a note

  1. Go to Clients, and select a client from the list.
  2. Select the Notes tab and find the note you want to change.
  3. Click the menu icon Xero HQ menu icon and select Edit.
  4. Click the arrow to the right of Add tags, and then select or clear the check box next to the tag.
  5. (Optional) If you have Practice Administrator or Principal permissions:
    • Click New tag and enter the Tag name to create a custom tag.
    • Click Manage tags to see a list of the custom tags you have created. Click Remove to delete a tag and remove it from any notes it has been applied to.

Filter notes

You can filter the list of notes to show only those notes with a specific tag.

  1. Go to Clients, and select a client from the list.
  2. Select the Notes tab and click the arrow to the right of Show.
  3. Select a tag to filter the list of notes by.