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PEX - Fix Missing Tags

Overview​

This procedure explains how to restore expense tags in PEX that have become disabled after syncing with Xero. Occasionally, the synchronization process between PEX and Xero causes some expense tags to become disabled, making them unavailable to PEX card users. This guide will walk you through the process of re-enabling these tags in the PEX system.

Prerequisites​

  • Administrator access to the PEX dashboard
  • Knowledge of which expense tags should be enabled

Procedure​

  1. Access the PEX Dashboard

    Login to your PEX account and access the main dashboard.

    PEX dashboard access

  2. Navigate to Business Settings

    Click on the "Business settings" option in the dashboard navigation menu.

    Navigate to Business settings

  3. Access Tag Manager

    Click on "Tag manager" to view and manage all the tags configured in the system.

    Access Tag Manager

  4. Edit Expense Type Tags

    Locate the "EXPENSE TYPE" row and click on the pencil icon to edit these settings.

    Edit Expense Type tags

  5. Show Disabled Tags

    At the top of the page, locate the filters section. Click the red X next to the "Enabled" filter to display all tags, including those that are currently disabled.

    Remove the enabled filter

    tip

    Removing the "Enabled" filter is essential to see all the tags that need to be re-enabled.

  6. Increase Pagination

    At the bottom of the page, click on the pagination dropdown and select a higher number (e.g., 100) to display more tags on a single page.

    Increase pagination

  7. Select the Tags to Enable

    Click on "Job Materials & Consumables (5005)" and then, while holding down the Shift key, click on "Charitable Donations (7910)". This will select all the tags in between these two options.

    Select multiple tags

    Important

    Do NOT select the duplicate "General Expense (7150)" tag. Using duplicate tags can cause errors in the system.

    Avoid duplicate General Expense tag

  8. Save Changes

    After selecting the appropriate tags, click the "Save tag" button to enable them.

    Save the tag changes

Checklist​

  • Access PEX dashboard
  • Navigate to Business settings
  • Access Tag manager
  • Edit Expense Type tags
  • Remove the "Enabled" filter
  • Increase pagination to view more tags
  • Select appropriate tags to enable
  • Avoid selecting the duplicate General Expense tag
  • Save changes
Completion

Once you've saved the changes, the previously disabled expense tags will be restored and available for PEX card users to select when categorizing their expenses.