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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | Jun 2025 |
Business value
Financial tags let organizations track user-defined fields on accounting entries posted to the general ledger, eliminating the need to create financial dimensions that contain values that aren't reusable.
The financial tag values can be used for reporting purposes. For example, you can create a financial tag to track time and expenses related to some initiative without requiring a unique financial dimension to do so.
Feature details
Financial tags that are defined within the general ledger are stored on accounting entries posted to the general ledger. The financial tag names can be defined by the user, giving clarity to data entry clerks about the data expected in each field. Financial tag values are not validated or entered by default. Tags are entered on the journals and flow through to the invoice.
For this release, we are adding tags in many of the common project accounting documents and processes. Project journals and sales orders are the first documents with added support. Tags flow through from document posting to invoicing.
