Allocation segments allow you to split matter spend across departments, entities, or accounting codes.
Admins can configure allocation segments in Admin Settings.
Create a New Allocation Segment
Step | Action |
1 | Go to Menu → Admin Settings → Allocations |
2 | Click Create Segment |
3 | Enter the allocation segment name (e.g., Cost Center, Entity Code, Department) |
4 | Add one or more values |
5 | Click Create |
Manage Allocation Segments
Action | Description |
Deactivate allocation | Toggle the switch next to the allocation segment |
Deactivate value | Toggle the value switch |
Reorder allocation segments | Drag and drop the bars on the left |
Edit allocation segment name | Open the allocation segment, edit the name, and click Save after editing |
Customizing the Allocation Display
Brightflag can configure how allocation segments appear in the interface.
Display options include:
Value name only
AP code only
Both
To change this configuration, contact Brightflag Support or your Customer Success Manager.
Important: AP Export Configuration
⚠️ Before setting up allocations for the first time
If your AP routes use:
Batch AP Export
Batch API Export
Your export file configuration must match your AP system’s mapping.
Incorrect configuration can cause:
Export errors
Allocation mismatches in financial systems
Before enabling allocations, contact Brightflag Support or your Customer Success Manager to confirm your export configuration.
Matters That Don’t Require Allocations
If the setting “Block final approval of invoices if invalid allocations are set for that invoice” is enabled, every matter must contain an allocation value.
When "Block final approval of invoices if invalid allocations are set for that invoice" is enabled, final approval will be blocked if either no allocations are set or a disabled allocation is applied.
If some matters do not require allocations, create a default value such as:
“Not Applicable”
This prevents invoice approval failures.
Benefits of Using a Default Allocation Value
Prevents invoice approval delays
Ensures allocation segments remain populated
Reduces manual corrections during invoice processing