Brightflag

Admin Role

Admins can upload custom FX (Foreign Exchange) rates to ensure Brightflag reporting matches your finance or accounts payable systems.Once ...

Custom FX Rates (Admin Only)

Allocations are the financial labels clients use to track spend internally. They help answer key questions like: Who owns this cost? What ...

Conditional Logic for Matter Allocations

Brightflag allows Admin users to export a report that includes all internal users, their roles, access levels, and configurations. 

📌 Ste...

How to View and Export User Details in Brightflag (Admin Role)

 
Who Can Create Matter Groups?
✅ All Brightflag Administrators have the ability to create Matter Groups.

Creating a Matter Group
Follow ...

Creating a Matter Group (Admin Role)

Configuring Custom Names for Matter Categories (Admin Role)

AP Routes determine how approved invoices are sent to your Accounts Payable (AP) system.Each route includes:

Conditions that determine wh...

How to Create an AP Route (Admin Role)

A Matter Template may be used to group Matter fields together if several fields are only relevant to particular Matters.
🔹 Key Benefits of...

Creating a Matter Template (Admin Role)

📌 How to Add a New Legal Entity



Step
Action




1️⃣ Navigate to Legal Entities
Go to Menu &gt; Admin Settings &gt; Legal Entities.


2️...

Adding and Updating Legal Entities in Brightflag (Admin Role)

If you need to disable an existing Legal Entity, follow the steps below to remove it from selection. Once disabled, the entity will no lon...

How to Disable a Legal Entity (Admin Role)

If an invoice was approved or rejected by mistake, a Company Admin can change the invoice status back to Pending.This allows the invoice t...

How to Override an Invoice Rejection or Approval (Admin Only)

Adding a DepartmentFollow these steps to create a new department in Brightflag:

Navigate to Department Settings:Go to Menu &gt; Admin Set...

How to Add or Edit a Department (Admin Role)

Automating the approval or rejection of invoices will save you time and negate the need for human intervention. Additionally, your vendors...

Configure Auto-Approve & Auto-Reject Invoices (Admin Role)

Admins can override the existing approval workflow and manually approve or reject an invoice.This is useful when:
An invoice decision need...

How to Manually Approve or Reject an Invoice (Admin Role)

Certain actions in Brightflag require approval from an Admin user at your company to maintain security and compliance. 

⚠️ If a client us...

Actions That Require Your Admin's Approval in Brightflag

Introduction
As an Admin User, you have full access to all features within your company's Brightflag instance. This guide provides an over...

Overview of Admin Settings (Admin Role)

Admin Role Features

Create a custom design with text, images, and links

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