When an invoice is uploaded to Brightflag, an Invoice Approval Workflow is automatically assigned based on pre-set conditions and priority rules. This workflow determines who reviews and approves the invoice before it progresses further.
🔹 How Workflows Are Assigned
📌 Brightflag evaluates workflows in priority order
📌 The first matching workflow is applied based on conditions such as:
✔ Invoice Amount (e.g., invoices over $10,000)
✔ Vendor (e.g., invoices submitted by ABC LLP)
✔ Department, Internal Matter Lead, or Entity
💡 Example:
- Invoices above $10,000 → Assigned to Joe Bloggs for approval.
🔹 Elements of a Valid Workflow
1️⃣ Workflow Conditions
✔ Every workflow must include at least one condition (e.g., the invoice must be above $10,000).
✔ Multiple conditions can be applied (e.g., invoice must be above $10,000 AND submitted by ABC LLP).
✔ Workflows default to AND logic (all conditions must be met).
✔ OR logic is available, allowing multiple alternative conditions (e.g., IML #1 OR IML #2 OR IML #3).
2️⃣ Workflow Reviewers
✔ Each workflow must specify who will review invoices that meet the conditions.
✔ Reviewers can be specific individuals or user types (e.g., Internal Matter Lead (IML), Department Head).
✔ Multiple reviewers can be assigned within a workflow.
3️⃣ Workflow Priority
Brightflag checks workflows in order of priority, applying the first matching workflow it finds.
✔ Top-priority workflows are reviewed first.
✔ The system stops searching once a match is found.
✔ If no workflows match, the invoice remains unassigned.
🚀 Why Use Invoice Approval Workflows?
✔ Automates approval routing based on invoice conditions
✔ Prevents approval delays by assigning the correct reviewers
✔ Ensures compliance with company approval policies
Would you like to adjust your workflow conditions or approval settings? Contact Brightflag Support or your Customer Success Manager for further assistance! 🚀
📌 Note: Only Admin Users can create and configure workflows in Brightflag.