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? 

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 

Financial - 179.png

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.

Financial - 180.png

Financial - 181.png

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.