Financial Document Flags

  • Updated

Our at-a-glance flag indicators make data assessment simple, allowing you a quick visual check on your financial documents.

Does your navigation menu bar look like this? 

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Read our Support article about changes we are making, New BigChange Navigation Bar – BigChange

 

  • Navigate to: [Top menu] Profile (icon)Admin Settings[side menu] Financial → Financial documents & Sales Opps → select document type 

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Once the flags are set up, you can add a flag column to the list view by clicking on Column and ticking Flag from the list.

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If you have Administrative permission for Financial document types, you can delete as well as add flags.  Flags can also be selected as an export blueprint column.