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Custom Cost Centre Tagging

Nicola Bootes

Overview

Custom Cost Centre Tags allow your firm to add custom tags to matter records to support General Ledger (GL) reporting by dimensions not covered by the existing tag structure.

These tags can be used in reports such as:

  • Profit & Loss

  • General Ledger

  • Matter Listing

  • Disbursement Listing

  • Invoice Listing

  • Invoice Collection

  • Time Listing

Tags created will only apply to future transactions. Tags cannot be applied retrospectively.

The system’s former Ad Hoc Cost Centres feature has been enhanced and is now called Tags, located in Firm Settings. Categories and tags are created in this section and then assigned to matters for automated reporting and GL allocation.

Create Tag Category

  1. Navigate to Settings → Firm Settings
  2. Select Tags under the Accounting category
  3. Click Create New Tag Category
  4. Enter a Code (unique, lowercase, no spaces or special characters)
  5. Enter a Name for the category and click Save
A confirmation message will appear once the category is successfully created.

Managing Categories

  • Use the ellipsis menu next to a category to Update, Disable, or Activate.

  • Disabled categories will be removed from the main list but can be reactivated via the ellipsis menu.

Only reactivate categories if required for new transactions.

Add Tags to a Category

  1. Select the category you wish to add tags to

  2. Click Add Tag

  3. Enter the Name of the tag and click Save

Tags added to a category are displayed when expanding the category with the arrow icon.

Managing Tags

  • Use the ellipsis menu to Disable or Activate individual tags

  • Only one tag per category can be assigned to a matter

Adding multiple tags from the same category to a matter is not allowed.

Add Tags to a Matter

When Creating a New Matter

  1. In the Matter Details section, start typing the tag name
  2. Select the tag from the dropdown list
Example: When creating an invoice for a matter, the selected tags will automatically apply to the related ledger entries.

Adding Tags to an Existing Matter

  1. Open the matter and select the pencil icon in the Matter section
  2. In Matter Details, add tags as described above
  3. Save the changes
Tags applied to existing matters will only capture data from the point they are added. They do not apply retrospectively.
You can add multiple tags to a matter, but only one tag per category is allowed.

Reporting on Tags

Tags can be used in report filters to create dimensional reporting.

  1. Open any relevant report
  2. Navigate to the Filters section
  3. Select Tag and start typing the tag name to filter
The Profit & Loss report includes additional filters to segment results by tag categories as well as metrics such as Person Acting, Person Responsible, and more.

Reports Supporting Tags

  • Profit & Loss
  • General Ledger
  • Matter Listing
  • Invoice Listing
  • Invoice Collection
  • Disbursement Listing
  • Time Listing
Tags enhance reporting consistency across all transactions linked to matters.

Tips & Best Practices

  • Use clear and consistent naming conventions for categories and tags
  • Apply tags at matter creation for accurate reporting
  • Regularly review tags and categories to ensure they remain relevant
  • Ensure tags align with existing GL and system-level tags such as Branch, Matter Type, and Team
Tags improve reporting and analysis by creating additional dimensions for financial and operational insights.