The Labels list can be used across all modules, and you can create any number of records (labels) in it for later use. You can use a label to tag records however you like, which then makes your work easier, for example when filtering or sorting records. Labels can be used in many different ways.

Where to find labels

Creating a new label

Using a label

Label groups

There are two ways to open the Labels list. The first is to type the word Labels into the search box in the top bar and open the suggested section. The second is to follow the path Settings → Records → Texts, Labels, Templates → Labels.

When you open the section, a list of the labels that come preconfigured in Flexi is displayed. Use the New button in the top right corner to add a new record and create your own custom label.

A side form for creating a new label opens. Fill in the Name and Abbreviation, and select the checkboxes for the modules in which the label should be available for use.

The form does not show the other label fields (Description, Note, Label group, and Validity) by default. To display them, click the gear icon in the form header (Form settings): on the Hidden tab, click the eye icon next to the field you need, and confirm the change with the Apply button.

After you fill in the name and abbreviation and select the required modules, save the label. The arrow next to the Save and close button also offers the options Save and new (the record is saved and a form for the next label opens) and Save and copy (the record is saved and a new record opens, which is a copy of the one being saved).

When editing a document (in this case, a received invoice), you will always find the + button in the form header next to the document's internal number.

When you click it, the Add label field appears, where you can select one or more labels. Only labels that are assigned to the given module are offered (the module checkbox is selected for them in the list, see above). Confirm your selection with the Save button.

Assigned labels are displayed next to the internal number in the document header and can easily be removed using the cross icon.

You can also display a column with labels in the document list. In the list, click the gear icon at the end of the column headers (Column settings), find the Labels column on the Hidden tab, display it using the eye icon, and confirm with the Apply button. You can then filter and sort records by the Labels column just like by any other column in the list.

Label groups are a separate list that lets you organize labels into groups according to your own needs. You can find it in the same place as the Labels list, that is, under Settings → Records → Texts, Labels, Templates. Working with the Label groups list is the same as working with the Labels list.