FloQast offers three standard tags: #journal_entry, #high_risk, and #non_close. You can add to those options with up to twenty of your own custom tags!
Where are tags used in FloQast?
Tags were introduced in FloQast to help organize your team's workflow. They allow your checklist items and reconciliations to be filtered in the application. Selecting a tag will filter the Checklist items or Reconciliations you are viewing to only display items that have been assigned that tag.
Now you can create your own tags to help identify, group, organize, or otherwise improve your processes in FloQast.
How are Custom Tags added?
You can add Custom tags in three different ways:
1. There is a new section on the Manage Entities page for managing your Custom Tags. Clicking the "All Entity Settings" button will allow you to add (and delete) your custom tags. Please note: these tags are shared across ALL entities- they are not specific to any one entity. You can access this All Entity Settings button from any entity you are clicked into.
2. You have the option to add a new tag directly in the Manage Checklist or Manage Reconciliations tab here:
3. Finally, you can add your custom tags directly to the Checklist Template or Reconciliation Template. When you upload your new revised template, the tags will automatically be created and applied. To apply multiple tags to a single item, simply separate the tags with a semicolon. For example: #new_tag; #customtags
What are some use cases for Custom Tags?
- #IFRS, #GAAP, #IAS to sort your procedures/reconciliations that pertain to particular regulations/accounting principals
- #key_control, #internal_control, #sox_control to identify procedures that relate to certain controls
- #North_America, #EMEA, #APAC to sort your items by region/team
- #pre_close for those items that are due before the monthly close begins
- Anything you can think of to sort your items!
What are the technical requirements for Custom Tags?
Custom tags must:
- Start with a #
- Use only letters and numbers (no special characters, with the exception of an underscore)
- Contain fewer than 30 characters
- Contain no spaces (use an _ to connect multiple words)