Add or remove a label to a transaction

In Corporify, it is possible to add and remove labels to a transactions or a actions. 

For example, you could add the label 'favorite' to the most important entities or the label 'KYC' to certain transactions and actions. This will allow you to segment them through the use of filters.

Below you will find more information on how to add or remove a transaction label.

Add a label to a (trans)action

Below you can find a step by step guide on how to add a label to a (trans)action.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the ownership tab and open the tab 'Transactions'.
2. Click on the desired transaction.
3. Click on the three dots and select 'Labels'.
4. Type the name of a new label and click on the '+' icon or select an existing label.
5. Once finished, click on 'Save'.

Remove a label of a (trans)action

Below you can find a step by step guide on how to remove a label of a (trans)action.

For detailed instructions, click 'Start tutorial' below.

Step-by-step:

1. Go to the ownership tab and open the tab 'Transactions'.
2. Click on the desired transaction with the label you want to remove.
3. Click on the three dots and select 'Labels'.
4. Unbox the label you want to remove.
5. Once finished, click on 'Save'.