Effective use of Tags

Here is an example of how we are using tags for invoice processing. We receive invoices in Integray and then send them to Xeelo, where the invoice is approved. Once it is approved, the invoice is sent to D365 for payment. So, I have tagged all integration flows with #invoicing, and based on the processing system, I have added #xeelo or #d365.

I have used a similar approach for customers, purchase orders, etc.

Now, I can easily filter all dashboards by tags.

Here is an example where I can filter for all invoicing flows for D365

Happy tagging, and I look forward to hearing about how tags have revolutionized your workflow too!

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