If this is your first time reviewing an invoice in Brightflag, this guide walks you through what to look at — step by step.
You do not need to review everything at once. Start at the top and work your way down.
For instructions on approving, rejecting, or adjusting an invoice, see the linked articles throughout this guide.
Step 1: Find the Invoice
First, locate the invoice you need to review.
See: How to Find an Invoice in Brightflag
Once opened, you will land on the Invoice Review screen.
How to Navigate the Invoice Review Screen
The screen can be understood in four simple areas:
1️⃣ Start Here: Top-Left Invoice Details
This section tells you what you’re reviewing.
Check:
Matter name (Is this the correct matter?)
Vendor name
Invoice date
Billing period
Entity
Department
Purchase Order (if required)
If the invoice was uploaded to the wrong matter, you can reassign it.
→ See: How to Move an Invoice to the Correct Matter
This section helps confirm the invoice is set up correctly before reviewing charges.
2️⃣ Main Section: Line Item Details
This is the most important part of the review screen.
Here you’ll see:
Dates of work
Timekeeper names
Description of work performed
Time spent (Units)
Rates
Total amount per line
If changes are needed:
→ How to Adjust an Invoice
Switching Between Fees & Expenses
Above the table, you can switch between:
Fees (time-based work)
Expenses (costs like travel, filing fees, etc.)
If enabled, you may also see:
Allocations. See: Setting Allocations on an Invoice
Purchase Orders
Download, History & Comments
Above the table, you can:
3️⃣ Left Panel: Workflow, Budget & Flags
This panel helps you understand context.
Invoice Workflow
Shows:
Who is currently reviewing the invoice
Who reviews next
Who is the final approver
Budget Tile
Shows high level budget information for the matter.
Hover over it to expand for more detail.
Flags Tile
Displays any flag alerts on the invoice.
For example:
Timekeeper not approved
Billing rule violation
Click a flag to highlight the related line items.
Click EXPAND for more information.
Resourcing, Tasks & Activities
Shows the percentage breakdown of work types on the invoice.
Click an activity or task to highlight related line items in the center table.
This helps you understand what type of work makes up the invoice.
4️⃣ Top-Right: Totals & Actions
This section summarizes the invoice totals:
Fees
Expenses
Taxes
Discounts
Adjustments
Total to pay
This is also where you will:
Approve
Reject
See:
Need Help?
If you’re unsure about anything while reviewing, you can use the Brightflag chatbot in the bottom-right corner of the screen.