Brightflag

Workflows

Brightflag’s Invoice Delegation feature allows Admin users to temporarily assign invoice approval responsibilities to another user during ...

Invoice Delegation

Dynamic Hierarchical Approval automatically escalates invoice approvals based on user approval limits and supervisor hierarchy.If the init...

Dynamic Hierarchical Approval

When configuring invoice approval limits in Brightflag, "No Limit" and 0 have distinct meanings and affect the approval workflow different...

What’s the Difference Between “No Limit” and 0 in Approval Limits?

Remove the reviewer/stage by clicking on the - (minus) button. 


Add the reviewer/stage following the steps in this article: 

How to Reset an Approved/Rejected Stage Back to Pending (Client Article)

Every invoice requires a final reviewer before it can be fully approved. If the final review stage is removed after previous approvals, th...

Removing the Final Review Stage on an Invoice

Scenario 1: I Don't Need the Same Person to Appear in Multiple StagesBy default, Brightflag automatically removes duplicate reviewers if t...

What Happens If the Same Person Appears in Multiple Stages?

Workflows on Invoices

This guide walks you through the steps to create and edit an invoice approval workflow in Brightflag.
📌 For a general overview of workflow...

Creating and Editing an Invoice Approval Workflow in Brightflag

Intro:When you update an invoice approval workflow in Brightflag, it's important to understand how these changes impact both new and exist...

How Workflow Updates Affect Pending and New Invoices

Workflow Configuration

To check which approvers are assigned to an invoice in Brightflag, follow these steps:
1️⃣ Navigate to the Invoices PageGo to Menu &gt; In...

How to View an Invoice’s Approval Workflow in Brightflag

An Invoice Approval Workflow is a rule that tells Brightflag:
Who should review an invoice
In what order approvals should happen
When an i...

Invoice Approval Workflows in Brightflag

Workflow Overview

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