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System tags reference

Reference guide for Navigator's system tags — the automatic tags applied to tasks, invoices, and suppliers that drive workflow routing.

6 min read Last updated April 2026

What are system tags?

System tags are tags Navigator applies automatically to records (tasks, invoices, suppliers) to drive workflow logic. They differ from user-defined tags in that they have specific behavioural effects — for example, a task tagged supplier_bank_details_changed blocks all invoices from that supplier until verification is complete.

This article is a reference catalogue of the most important system-tag-driven workflows. For a specific workflow, look it up here and follow the steps.

Supplier bank details changed workflow

Triggered whenever a supplier's BSB, account name, or account number is edited in Navigator.

  1. Invoices are blocked. All invoices from this supplier are automatically blocked from being approved or paid until the verification task is completed.
  2. A verification task is created. Navigator creates a task tagged supplier_bank_details_changed and assigns it to your team.
  3. Your team verifies out-of-band. Contact the supplier directly — not through the email that triggered the change — and confirm the new bank details are correct.
  4. Mark the task complete. Once verified, completing the task lifts the invoice block.
Why this matters This workflow is a fraud prevention control. Fraudulent bank detail change emails are a common attack vector — always verify changes independently before completing the task.

New supplier verification workflow

Triggered the first time an invoice arrives from a supplier that hasn't been validated in Navigator.

  1. All invoices from this supplier are blocked until verification completes.
  2. A verification task is created tagged new_supplier_verification.
  3. Confirm the supplier's identity and bank details — via their website, a registered ABN lookup, and direct contact if possible.
  4. Complete the task to unblock invoices from this supplier.