> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create PEX tags for Xero

> PEX Tag manager is your one stop shop to sync Xero fields with PEX tags. Each PEX tag corresponds to a Xero field. The connector can auto pull in your accounts, expense types, offices, etc. from Xero, so you don’t have to add them manually in PEX.

Once they’re in PEX, you can easily code/tag transactions before they sync to Xero. They will then sync to Xero with the correct account, expense type, office, etc.

<Steps>
  <Step>
    Log in to [http://dashboard.pexcard.com/](http://dashboard.pexcard.com/?utm_source=support)
  </Step>

  <Step>
    Go to [Business Settings > Tag manager](https://dashboard.pexcard.com/business-settings/tags?utm_source=support)
  </Step>

  <Step>
    Click **Add Tag**.
  </Step>

  <Step>
    Select **Dropdown** as the type.
  </Step>

  <Step>
    Enter a name: **Expense** **Account**.
  </Step>

  <Step>
    Optionally, add a description like "Expense Accounts".
  </Step>

  <Step>
    Check **Enabled** to make this tag visible on transactions.
  </Step>

  <Step>
    Choose whether or not this tag is required.

    * If the "Required" checkbox is checked, cardholders must tag a transaction with it.
  </Step>

  <Step>
    Click **Save tag** to finish.

    * The new tag will appear on the Tag Manager page.

    <Frame>
      <img src="https://mintcdn.com/pextest/1V_7FmbkFmoW14LH/images/administrator-guide/image-272.avif?fit=max&auto=format&n=1V_7FmbkFmoW14LH&q=85&s=016ae34b1c61f178ecebe3c9b49cfa6b" alt="" width="1575" height="387" data-path="images/administrator-guide/image-272.avif" />
    </Frame>
  </Step>

  <Step>
    Create one tag for each Xero field mapped to a PEX tag (like Expense Type, Office, etc.) following the same steps above.

    Once the tags are set up, you will also see them:

    * In the PEX Tag dropdown lists in connector setup steps.

    <Frame>
      <img src="https://mintcdn.com/pextest/1V_7FmbkFmoW14LH/images/administrator-guide/image-273.avif?fit=max&auto=format&n=1V_7FmbkFmoW14LH&q=85&s=e4fcbeb2f08e6d6123b15db5b6a77a5a" alt="" width="1452" height="463" data-path="images/administrator-guide/image-273.avif" />
    </Frame>

    * On the PEX transaction details screen, so you and your Cardholders can tag transactions.

    <Frame>
      <img src="https://mintcdn.com/pextest/1V_7FmbkFmoW14LH/images/administrator-guide/image-274.avif?fit=max&auto=format&n=1V_7FmbkFmoW14LH&q=85&s=2fd663e7a3aa3b15567c3aef9bf51cd4" alt="" width="981" height="565" data-path="images/administrator-guide/image-274.avif" />
    </Frame>
  </Step>
</Steps>