Will the tags be replaced with customs fields in bank transactions/feeds? I need a way to show that receipts are still needed for some expenses.

Tags will not be replaced with custom fields in the bank feeds, Dena. If you’ve been using tags previously, you will still be able to add them to your downloaded bank transactions.

The functionality remains unchanged for users who have used it prior to the update. If you haven’t created tags before, the option will no longer be available going forward. As an alternative, you can add custom fields on your sales and expense forms for tracking purposes.

However, please note that they do not appear in the bank feeds. You can manually add notes like "Receipt Needed" in the Memo field to flag the synced expense transactions effectively.

You can let us know if you have additional questions. We're here to help.

Hi Dena,

I just wanted to check in and see if the explanation and tips I provided were helpful for you. If you have any additional questions about handling tags in bank transactions, please feel free to reach out.

We’re always happy to assist further if needed.