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.
πΉ How Workflows Are Assigned
π Brightflag evaluates workflows in priority order
π The first matching workflow is applied based on conditions such as:
β Invoice Amount (e.g., invoices over $10,000)
β Vendor (e.g., invoices submitted by ABC LLP)
β Department, Internal Matter Lead, or Entity
π‘ Example:
- Invoices above $10,000 β Assigned to Joe Bloggs for approval.
πΉ Elements of a Valid Workflow
1οΈβ£ Workflow Conditions
β Every workflow must include at least one condition (e.g., the invoice must be above $10,000).
β Multiple conditions can be applied (e.g., invoice must be above $10,000 AND submitted by ABC LLP).
β Workflows default to AND logic (all conditions must be met).
β OR logic is available, allowing multiple alternative conditions (e.g., IML #1 OR IML #2 OR IML #3).
2οΈβ£ Workflow Reviewers
β Each workflow must specify who will review invoices that meet the conditions.
β Reviewers can be specific individuals or user types (e.g., Internal Matter Lead (IML), Department Head).
β Multiple reviewers can be assigned within a workflow.
3οΈβ£ Workflow Priority
Brightflag checks workflows in order of priority, applying the first matching workflow it finds.
β Top-priority workflows are reviewed first.
β The system stops searching once a match is found.
β If no workflows match, the invoice remains unassigned.
π Why Use Invoice Approval Workflows?
β Automates approval routing based on invoice conditions
β Prevents approval delays by assigning the correct reviewers
β 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! π
π Note: Only Admin Users can create and configure workflows in Brightflag.