How to track when financial input is complete

In TradeTapp, your team can track when a vendor's financials have been inputted. 

If you have purchased TradeTapp's financial input services, this will help you track whether our team has inputted the financials for a vendor and an application is awaiting your review. If you are currently manually entering vendor's financial information and are interested in our service, reach out to your Customer Success Manager or Autodesk Account Executive for more information. 

How to mark or know when financial input is complete

Navigate to the Financial Input section in a vendor's profile. When there are financials that need to be inputted, you will see the "Complete Financials" option.

Click "Complete Financials" when financial input is done. If you use our services, our team will click this option. 


The text will change to "Financials Completed". 

Tip: If for any reason you need to revert the financial status from "Complete", click "Financials Completed". The financial status will change to "Incomplete" and the option to "Complete Financials" will show up again. 



The Financial Status of the vendor is now "Complete". You can see which applications have completed financials in the Invitations dashboard. Completing financials is also tracked in the activity log for that vendor. 



Moving forward, whenever the vendor or your team uploads a new financial document, the system will automatically mark the financials as "Incomplete". This can be a sign for your team that financials need to be inputted. If you use our services, this will alert our services team that they need to take action. 

Note: This is different from "Complete Application". Completing financials determines the Financial Status of a vendor's application. You should complete an application when you have requested any corrections and your final review is complete. Learn more about completing an application in How to mark a vendor's application complete.

Financial Status column in Invitations dashboard

You can track whether a vendor's financials have been inputted in the Financial Status column in the Invitations dashboard.

If you don't see this column in your dashboard, you can add it and reorder it as desired. See How to customize the columns on your TradeTapp “Invitations” dashboard (General contractors).



There are two statuses available: 

• Complete
• Incomplete

You can also filter by the financial status in the Invitations dashboard. 

     1. On the left panel, click "Add Filter".
     2. Select "Financial Status" in the drop-down menu. 
     3. Select whether you want to filter by "Complete" or "Incomplete. 
     4. Click "Apply Filter".