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Invoice Tags: How to Add and Use Tags on Invoices in PSOhub

Learn how to apply tags to invoices in PSOhub and use them to filter and search your invoices list more efficiently

Published: 1 June 2026

Audience

  • Admin

  • Controller

  • Project Manager

Objective

This article explains how to apply invoice tags in PSOhub and how to use those tags to filter and search the Invoices overview.

Prerequisites

Eligible access
        You must have Admin, Controller, or Project Manager access in PSOhub.

How to Add a Tag to an Invoice

Steps

  1. Open the invoice in PSOhub.
  2. Click Edit (pencil icon) in the left-hand pane to edit the invoice properties. The Edit invoice dialogue box appears.
  3. Scroll down to Tags.
  4. To use an existing tag, select it from the dropdown list.
  5. To create a new tag, go to Settings > Organization and click on the Tags tab. Click Add tag. Type in the keyword and click Save. Re-open the invoice to find the new tag in the drop-down list.
  6. Click Save.

💡 Tip: You can apply multiple tags to a single invoice. For example, you might tag an                    invoice with the Accounts Payable contact person's name and the office location                        handling the invoice, such as Claire_Knight and Seattle, to make filtering more                          precise.

How to Search & Filter Invoices by Tag

Steps

  1. Navigate to Invoices from the main menu. The Invoices overview displays all invoices.
  2. Scroll right to the Tags column.
  3. In the Tags field, enter an existing tag to filter by.
  4. All invoices with the corresponding tag are shown. 

📌 Note: Only tags that have been defined in Settings > Organization or previously                        applied to an invoice can be used as filter values.

💡 Tip: If you don't see the Tags column in the Invoices overview, click Edit columns. Scroll          down and make sure Tags is selected. 

Result

The Invoices overview displays only invoices matching the tag you filtered or searched by. Combining tags with other filters such as Customer and Status allows you to build precise searches across large invoice lists. Clicking Clear filters or clearing the search fields at the top of the columns returns the full invoice list.

Next Steps

✅ Approve and send an invoice
        Once you have located the invoice you need, approve and send it to your client.
         How to Approve and Send an Invoice in PSOhub

✅ Manage your tag library
        Set up and maintain a consistent set of tags for use across projects and invoices in your                            organization.
         Introduction to Tags in PSOhub

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