Labels are custom tags you create and apply to documents in Receiptor AI. They’re stackable — a single document can carry multiple labels — and you can filter, search, and export by them. Use labels to track client names, projects, tax categories, expense types, or anything else that matters to your workflow.
Labels appear as a column in the Documents table and in the filter bar above the table. Each label is colour-coded and shows inline on every document row it’s applied to.
Open the document you want to tag by clicking its row in the Documents table.
Find the Labels field in the document detail panel.
Click the field and type the label name. If the label already exists, it appears as a suggestion. If it’s new, select Create label to save it.
Close the panel. The label is now visible in the table.
You can add as many labels as needed to a single document.
To label multiple documents at once, use Bulk Edit: select the documents using the checkboxes in the table, click Actions, choose Bulk Edit, and update the Labels field. This applies the label to all selected documents in one step.
If you want labels applied automatically when documents arrive, use an Automation Rule:
Go to Automations and click New Rule.
Set the Trigger to Document is created (or Document is edited if you want to catch updates).
Add any Conditions you need — for example, Vendor equals “Stripe”, or Amount is greater than 500.
Set the Action to Set Value, choose the Labels field, and select or type the label to apply.
Save and enable the rule.
From that point on, every document matching your conditions gets the label automatically.
In the Documents table, click Filter in the top bar.
Select Labels as the filter field.
Choose one or more labels. The table updates immediately to show only matching documents.
You can combine label filters with other filters like date range, vendor, or currency.
Once you have a filter set you want to reuse, click Save View to name and save it. Saved views appear in the tab bar above the table so you can load them in one click — useful for recurring views like “Q2 Travel” or “Client X invoices”.
Labels travel with your documents into exports:
Filter the Documents table by the label(s) you want to export.
Click Export > CSV.
The export includes only the filtered documents, and the Labels column is included in the file if you decide to.
This is useful for pulling all documents tagged with a specific client or project for an accountant or at tax time.
Q: Can one document have more than one label?
A: Yes. Labels are stackable. A document can have as many labels as you need.
Q: If I delete a label, do my documents get deleted too?
A: No. Deleting a label removes the tag from all documents but does not affect the documents themselves.
Q: Can I apply labels in bulk?
A: Yes. Select multiple documents in the table using the checkboxes, click Actions, choose Bulk Edit, and update the Labels field to apply a label to all selected documents at once.
Q: Do labels sync to my accounting software?
A: Labels are internal to Receiptor AI. They do not push to QuickBooks, Xero, or other integrations. Use them for organisation inside the platform.
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