Quick Approval Invoice

Brightflag's attorney dashboard now has a quick approval option available for all non-admin users. By default, this option is enabled for all clients and can be viewed when you log into Brightflag.

The quick invoice approval option in the dashboard is a significant enhancement that streamlines the approval process for users. The dashboard will display only current non-approved invoices for that user. The approval option is for the stage that the non-admin user is assigned to, including the final stage.


Feature Overview:

  • Quick Invoice Approval: This feature lets users quickly review and approve invoices directly from the dashboard. It eliminates the need to navigate to a separate platform section to approve individual invoices. 
  • Multi-Approval Option: Including a multi-approval option allows users to select and approve multiple invoices simultaneously. This feature is handy for users who must handle multiple invoices simultaneously, saving them time and effort.
  • Email Notifications: Users should know all email notifications related to approvals will continue functioning as usual from this dashboard unless stated below. This means that notifications related to the approval process will be integrated with the dashboard.

Once the invoice has been approved, it will disappear from the list of invoices on the invoices tab on the dashboard. The invoice status will change to approved in the Invoice detail page and in the backend database.

While the dashboard provides a quick and convenient overview of pending invoices, some users may require a more detailed examination of specific invoices. Users can still access the invoice detail page for a comprehensive review when necessary. This can be done by selecting the invoice number from the dashboard and the menu. 

 

How to use the Quick Invoice Approval

  1. Navigate to Menu > Dashboard
  2. Select the relevant invoices to approve
  3. Select the green approve button to approve the selected invoices.
  4. The screen returns to the Dashboard, where the two previously approved invoices are no longer visible. The Dashboard will not display approved invoices.

To see solutions to some common queries on this feature, please see here.

 

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