Skip to main content
Once they’re in PEX, you can easily code/tag transactions before they sync to CMiC. They will then sync to CMiC with the correct Job/Dept/Eqp., Cost Code/Account/Category, Cost Type/Tran Code.
1
Log in to http://dashboard.pexcard.com/
2
Go to Business Settings -> Tag manager
3
Click Add Tag.
4
Select Dropdown as the type.
5
Enter a name: Job/Dept/Eqp.
6
Optionally, add a description like “Job/Dept/Eqp.”
7
Check Enabled to make this tag visible on transactions.
8
Choose whether or not this tag is required.
  • If the “Required” checkbox is checked, cardholders must tag a transaction with it.
9
Click Save tag to finish.
  • The new tag will appear on the Tag Manager page.
10
Create tags for Cost Code/Account/Category and Cost Type/Tran Code following the same steps above.
  • You will have three PEX tags: one for Job/Dept/Eqp., one for Cost Code/Account/Category, and one for Cost Type/Tran Code.
Once the tags are set up, you will also see them:
  • In the dropdown lists of the Mappings table so you can do the mapping.
  • On the PEX transaction details screen, so you and your Cardholders can tag transactions.
Last modified on May 4, 2026