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Documentation Index

Fetch the complete documentation index at: https://docs.blnkfinance.com/llms.txt

Use this file to discover all available pages before exploring further.

Flag balance lets you raise an alert directly from a balance when you notice unusual activity or need a review trail. When a balance is flagged, Blnk creates a linked alert so your team can assign ownership, update status, and resolve the issue from Alerts. This page covers how to initiate flagging from a balance. For alert handling and resolution workflows, see Alerts overview.

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Flag a balance

To flag a balance from Cloud:
1

Open the balance actions

Open Balances and select the balance you want to review. In the details page, click Actions, then select Flag balance.
Balance details page with Actions menu showing Flag balance
2

Enter the flag details

In the modal, enter Title and Reason, then choose a Status.
Flag balance modal with title, reason, and status fields
3

Submit the flag

Click Flag balance to create the alert for this balance.
Balance details page after a flag is created
You can create multiple alerts on the same balance when different issues need separate tracking.

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Choose or create a status

Choose an existing status in the modal (for example, Flagged, Investigating, or Resolved). If you need a custom status, create one from Alert statuses and then return to the flag modal to select it.

Alert statuses

Create and manage custom alert statuses for your organization.

Alerts overview

Learn how to view, manage, and resolve alerts in Cloud.

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.