📍 Accessing the Spend by Month Report
Navigate to the Reports tab:
Go to Reports > Spend by Month Report in the Brightflag menu.
Select a Date Range:
Use the date picker to define the period for analysis.
Choose a Date Type:
The date range filter can be based on:
Worked Spend 🏛️ → When the legal work was performed (based on the earliest/latest invoice line item dates).
Invoiced Spend 📝 → When the invoice was created or issued.
Received Spend 📥 → When the invoice was submitted to Brightflag.
Apply Filters (Optional):
Practice Area (Department)
Matter
Entity
Law Firm (Vendor)
Select a Currency:
The report defaults to your standard currency but can be changed to:
EUR (€)
USD ($)
GBP (£)
Other Currencies (Use the "Other Currency" button to select additional options).
💡 If your selected currency differs from the invoice currency, the FX rate at noon on the invoice date will be applied.
View & Analyze Data:
Once selections are made, the chart area will display the spend visually.
The table below will update with spend data and totals.
Export the Report (Optional):
Click Export to Excel to download the report in XLSX format.
📊 Example Report View
💡 Frequently Asked Questions
📅 What’s the difference between Worked, Invoiced, and Received Spend?
Worked Spend: When legal work was performed.
Invoiced Spend: When the invoice was issued.
Received Spend: When Brightflag received the invoice.
🔄 How does currency conversion work?
If the selected currency differs from the invoice currency, Brightflag uses the FX rate at noon on the invoice’s date for conversion.
📊 Can I compare multiple categories at once?
Yes! Use the filters to compare spending across different practice areas, firms, or entities.
📤 Can I rerun the report with different filters?
Absolutely! Adjust the filters and rerun the report to get fresh insights.