Adding a categorization tag (1st method)
- Go to Counterparties on Payflows
- Click on the desired counterparty
- Scroll down until analytical axes fields
- Click Add value for the axis you want to add a categorization tag
Adding a categorization tag (2nd method)
- Go to Counterparties on Payflows
- Find the desired counterparty
- Click Add value on the Tags column
- Select the axis you want to add a categorization tag