What Are Expense Allocations?
Expense allocations allow you to split legal spend across multiple reporting categories.
This helps organizations distribute costs across areas such as:
Departments
Cost centers
Entities
Accounting codes
GL codes
Allocations ensure invoices, accruals, and budgets are accurately attributed to the correct financial category.
How Allocations Work in Brightflag
Allocations can be applied at two levels:
Level | Description |
Matter Level | Default allocation applied to all invoices for the matter |
Invoice Level | Allocation applied to a specific invoice |
If allocations are applied at the matter level, they typically populate automatically when invoices are submitted.
What Financial Data Uses Allocations?
Allocations can apply to:
Invoices
Accruals
Budget spend
Financial reports
This allows finance teams to analyze spend by allocation category.
Reporting on Allocations
Brightflag reports allow you to analyze spend by allocation fields such as:
Department
Entity
Cost center
Accounting code
This gives finance teams clear visibility into how legal spend is distributed across the organization.