Flag lists and flag issue lists

Last updated May 15, 2026

In the Bills module you can create flag lists and flag issue lists to view bills with flags based on the criteria you choose.

Bill flag rules

  • Each bill can have only one assigned flag.
  • Flags have a type. You can use the default types or create your own type. *There is no option to delete flag types.
  • Audit Exception is a common flag type, created automatically by the system when a bill fails an audit rule.
  • One Audit Exception flag may trigger multiple issues, which can be assigned and resolved separately.

Create your own flag type

You can create a custom flag type directly from the Flag Bill dialog when flagging a bill:

  1. Open the Flag Bill dialog on the bill you want to flag.
  2. In the flag type field, type the name of the new flag type.
  3. Click the plus sign (+) to add the new type.
  4. Complete the rest of the Flag Bill dialog.
  5. Click Save.

Flag Bill dialog with new flag type typed in the Flag type field and an arrow pointing to the Add new flag type plus icon.

Flag list and flag issue list filters

When viewing a flag list, the Billing period filter is set to the prior month to help the list load quickly. You can update this filter and add others as needed to refine your results.

Flag list filters dialog with Billing period set to prior month and Flag Issue Status equals Unresolved.

Flag issue panel

You can manage issues directly from the Flag list or Flag Issue list. Click an issue in the Flag Issue column to open the Manage Issues panel on the right.

NOTE: If you change an Audit Exception to a different flag type the associated issues must be resolved separately from the flag.

Flag Issue List with an arrow from the Gap Between Bills issue to the Manage Issues panel, which shows Resolve, Assignee, and Comment fields.

From this panel, you can take action on the issue.

Need to review the bill first?

Use the link in the banner to open the bill in a new tab or window. This lets you view the bill and manage the issue side by side.

Flag Issue List with the Manage Issues panel for an Abnormal Use issue open beside the bill details for the same bill.

Bulk action on flag lists

Flag List with three bills selected and the Update Flags and Resolve Flags buttons highlighted.

Update flags

When you update flags in bulk:

  • Flags can have different assignees, types, bills, accounts, or vendors.
  • Your changes apply to all selected bills.
  • If you assign new assignees, they replace any existing assignees.

Resolve flags

Resolving flags in bulk also resolves all issues linked to each flag.

Flag list

Flag assignee column

This column includes both flag issue assignee and flag assignee.

Flag List with a Flag Assignee column and callouts labeling the flag issue assignee and the flag assignee.

Bulk action on flag issue list

Flag Issue List with three issues selected and the Assign Issues and Resolve Issues buttons highlighted.

Assign issues

When you update flag issues in bulk:

  • Flag issues may have different assignees and be on different bills, accounts, and vendors.
  • Your changes apply to all selected issues.
  • New assignees replace any existing ones.

Resolve issues

When you resolve issues in bulk:

  • When a flag has only one issue, resolving the issue also resolves the flag.
  • When a flag has multiple issues, the flag remains open after resolving this issue.