Brightflag’s Purchase Order (PO) feature allows finance teams to track and manage spending by linking invoices to POs at the matter level. This guide explains how to add, edit, remove, and manage POs in Brightflag.
📌 Note: If you would like to enable the PO feature in Brightflag, a Client Admin must submit a request to Brightflag Support.
📌 How to Add a Purchase Order (PO) to a Matter
| Step | Action |
|---|---|
| 1️⃣ Find the Matter | Go to Menu > Matter Management > Search/Add Matters and click on the Matter Reference to access the Matter Overview page. |
| 2️⃣ Navigate to Purchase Orders | Click the Purchase Orders tab. |
| 3️⃣ Add a New PO | Click "Add Purchase Order". |
| 4️⃣ Enter PO Details | - PO Number (must be unique unless linking to an existing PO). - Status (set to Active if in use, Inactive when expired). - PO Amount (optional, for tracking purposes). - Start & End Dates (optional, does not prevent invoices from being submitted outside this period). - Currency (must match the invoices submitted). - Vendor(s) (each PO is linked to a single vendor; if no vendor is assigned, all vendors on the matter can use it). |
| 5️⃣ Save the PO | Click Save to confirm. |
| Step | Action |
|---|---|
| 1️⃣ Find the Matter | |
| 2️⃣ Navigate to Purchase Orders | |
| 3️⃣ Add a New PO | |
| 4️⃣ Enter PO Details | |
| 5️⃣ Save the PO |
⚠️ Important Notes
📌 If a PO is inactive, it cannot be assigned to invoices.
📌 The Start & End Dates do not automatically deactivate the PO - you must manually change the status to Inactive when the PO is no longer in use.
📌 The Start & End Dates do not prevent invoices from being submitted outside of this period.
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