What is tagging and how do I use it?

With tags you define which BT services to put them on and where to place them:

• A tag could be where the service is sited, or the team using it, or anything else you think is important.
• You can add up to 10 tags to each of your BT services. At the same time, you tag the costs that go with these services.
• When you analyse your usage and billed charges in our systems, you can use your tags to search and filter (like to make cost breakdowns for each of your sites or teams).

There are two ways to tag costs: tag online or tag by spreadsheet.

Tag online

This is best if you are tagging 20 services or less. You can add your tags directly into My Account.

Tag by spreadsheet.

This is best when tagging more than 20 services. Your tags are added to a spreadsheet, which you then upload into your account. The tags are then lifted from the spreadsheet and added to the products and services as per the completed spreadsheet. Its much quicker than the tag on line method, where you tag each product individually.  

For all billing accounts, you can:

• view services and any existing tags
• download spreadsheets of services and existing tags
• use existing tags to sort costs.

To add tags in our system for any billing account you’ll need to have the right billing role or be able to consent to our tagging terms of use.

To view, manage and upgrade your billing account roles, go to Roles in My Account.

For full details on how to tag:

1. Go to Tag costs in My Account.
2. Click on View guide now.

Watch this short video on tagging.

Check out our BT Business billing series on YouTube for more step-by-step videos.