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Tags and custom journal entries are business bookkeeping tools. List reads for tags are in core and accounting (platform and business). Writes and journal mutations are business accounting. Amounts on journal lines are integer cents.

Tags

Sequence

1

Discover dimensions and values

list_tag_dimensions, list_tag_values.
2

Create or update the taxonomy

create_tag_dimension, update_tag_dimension, create_tag_value, update_tag_value.
3

Attach or remove tags on entities

apply_tags, remove_tags (destructive).
4

Merge duplicate values if needed

merge_tag_values (destructive).
Tag filters on reports are not universal. Layer applies them before aggregation only for P&L, P&L summaries, balance sheet, AP aging, and bank transactions. Do not send tag filters on cash flow, AR aging, trial balance, tax, or Schedule C.

Custom journal entries

Search phrases: custom journal entry, reverse. REST shapes: Custom journal entries.