Lines

Gen 3

Lines

Use Line item tags

In BriteCore, you can use System Tags to tag Line items. You can use tagged line items in conjunction with BriteData to produce clean and powerful reports.

Add Line item tags

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, under System Wide, select System Tags.
  3. In the Select a Tag dropdown list, select the tag you want to use.
  4. In the Select an Effective Date dropdown list, select an effective date, and then select Tag New Items.
  5. In the Add section, in the Named box, type the name of the line item you want to tag, and then select the magnifying glass icon .
  6. In the Search Results table, in the Select column, select the line items you want to tag.

    Note: To select all of the search results, select Select All.

  7. Select Done. The Done button appears after the end of the search results.

Remove Line item tags

  1. In the BriteCore menu, select Settings.
  2. In the Settings menu, under System Wide, select System Tags.
  3. In the Select a Tag dropdown list, select the tag you want to use.
  4. In the Select an Effective Date dropdown list, select an effective date. A table of tagged Line items appears.
  5. On the row of the Line item you want to remove the tag from, in the right column, select the x icon to remove the tag. Repeat as needed. To clear all tags, select the x icon next to the Tag all items box.
  6. Select Done.