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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.

Use Flag transaction when a transaction needs manual review or investigation.

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Flag a transaction

1

Open transaction actions

Open the transaction details page and click Actions.
Transaction details page with Actions button visible
2

Select Flag transaction

In the dropdown, select Flag transaction.
Actions dropdown showing Flag transaction option
3

Complete the flag modal

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

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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

Use Alerts to monitor status, assign ownership, and resolve flagged transactions.

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Need help?

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