---
title: "Creating and editing Expenses tags"
slug: "creating-and-editing-tags"
description: "Learn how to create, edit, and manage tags and values effectively for user categorisation in your system. Streamline your tagging process today!"
updated: 2026-08-19T14:46:59Z
published: 2026-08-19T14:46:59Z
canonical: "help.cintra.co.uk/creating-and-editing-tags"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and editing Expenses tags

Tags are made up of two parts: the tag record, which defines the tag type, and values, which represent the specific groups or codes within it. You need to create both before the tag can be assigned to users or categories.

If you have a lot of tags to add, you might find it quicker to [import them](/payroll/docs/importing-and-exporting-tags).

### Creating a tag

1. Go to **Setup > Tags**.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(355).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-FQ1SJ0IK.png)

1. Click **+ Tag**.
2. Ensure **Active** is selected if you want the tag to be available to users.
3. Enter a **Name**, such as *Department* or *Location*.
4. Select **Allow edit** **by expense** if users should be able to change the tag value when raising a claim, for example if they work across multiple departments.
5. Select **Compulsory** if users must select a tag value each time the tag is available.
6. Click **Save**. The tag record is created and you are returned to the Tags page.

### Adding values to a tag

You should add at least one value to every tag.

1. On the **Tags** page, click **+ Value** beside the relevant tag record (or open a tag and click + **Value**).

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(356).png)

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-4LA5NS2Z.png)

1. Ensure **Active** is selected.
2. Enter a **Code**, e.g. *MKT* for Marketing.
3. Enter an **Analysis Segment** if required. This maps the value to a specific code in your accounting software.
4. Enter a **Name** for the value, e.g. *Marketing*
5. Enter a **Filter** if required. When a user is selecting a tag, they can select a filter and only categories matching the filter will be displayed.
6. Click **Save**.
7. Repeat for each value you need to add.

### Editing a tag

You can update an existing tag record to change its settings or add and remove values.

1. Go to **Setup > Tags**.
2. Click the **Edit** icon on the relevant tag record.
3. Update the settings as required.
4. Click **Save**.

#### Editing / deleting a tag value

1. On the **Tags** page, click the **Edit** icon on the relevant tag record.
2. In the **Value records** list, click **Edit** or **Delete** on the relevant value.
3. Make your changes and click **Save**.

****Video**: Create and edit tags**

[Embedded content](https://app.trupeer.ai/embed/FsNvxmyAC)

These videos were recorded in Capture Expense. Some screens and labels may look slightly different in Expenses, but the steps remain the same.

**See also**: [Assigning tags to categories](/payroll/docs/assigning-tags-to-categories), [Assigning tags to user accounts](/payroll/docs/assigning-tags-to-user-accounts).