Invoice Approval Workflows in Brightflag Invoice Approval Workflows in Brightflag

Invoice Approval Workflows in Brightflag

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.


πŸ”Ή How Workflows Are Assigned

πŸ“Œ Brightflag evaluates workflows in priority order
πŸ“Œ The first matching workflow is applied based on conditions such as:
βœ” Invoice Amount (e.g., invoices over $10,000)
βœ” Vendor (e.g., invoices submitted by ABC LLP)
βœ” Department, Internal Matter Lead, or Entity

πŸ’‘ Example:

  • Invoices above $10,000 β†’ Assigned to Joe Bloggs for approval.

πŸ”Ή Elements of a Valid Workflow

1️⃣ Workflow Conditions

βœ” Every workflow must include at least one condition (e.g., the invoice must be above $10,000).
βœ” Multiple conditions can be applied (e.g., invoice must be above $10,000 AND submitted by ABC LLP).
βœ” Workflows default to AND logic (all conditions must be met).
βœ” OR logic is available, allowing multiple alternative conditions (e.g., IML #1 OR IML #2 OR IML #3).


2️⃣ Workflow Reviewers

βœ” Each workflow must specify who will review invoices that meet the conditions.
βœ” Reviewers can be specific individuals or user types (e.g., Internal Matter Lead (IML), Department Head).
βœ” 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.

βœ” Top-priority workflows are reviewed first.
βœ” The system stops searching once a match is found.
βœ” If no workflows match, the invoice remains unassigned.


πŸš€ Why Use Invoice Approval Workflows?

βœ” Automates approval routing based on invoice conditions
βœ” Prevents approval delays by assigning the correct reviewers
βœ” 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! πŸš€


πŸ“Œ Note: Only Admin Users can create and configure workflows in Brightflag.