Multi-Line PO visibility – Appears in the PO tab on a Matter page & the PO tab on an Invoice.
PO Comments – Users can add comments to a PO.
Start & End Dates – PO dates are captured for tracking.
API Enabled – Supports API integration for automation.
Fee & Expense Breakdown – Law firms/vendors may be required to split out fees and expenses by PO line item, depending on client requirements.
How to Add a Multi-Line PO to a Matter
1. Navigate to the Matter
Log in to Brightflag.
Open the relevant Matter.
2. Access the Purchase Orders Section
Click the "Purchase Orders" tab.
Click "Add Purchase Order" to create a new PO.
3. Enter PO Details
Enter the PO Number and press "Add new..."
Select the currency
Select the Vendor.
4. Enter Purchase Order Lines
For each line item, enter:
Line Number
Line Description
Dates
Amount
To add additional lines click "Add Line".
Repeat for additional line items.
5. Save and Submit
Click "Add +" to save the PO.
FAQs
🔹 Can I edit an existing Purchase Order to use the Multi-Line feature?
No, existing Purchase Orders cannot be modified to include the new Multi-Line feature. This functionality is only available when creating a new PO.