How to Review an Invoice in Brightflag

When an invoice is pending your review, you will receive an email notification. Alternatively, you can check your Review Queue to monitor invoices assigned to you.

🔹 Steps to Review an Invoice

1. Find the invoice:
   • Navigate to Menu > Invoices.
   • Locate the invoice you need to review.
2. Click the invoice number to open the Invoice Analysis page.
3. Review the invoice details using the sections outlined below.

🔹 Invoice Overview: Key Fields

At the top left of the screen, you’ll find essential invoice details, including:

1. Matter Name | 2. Invoice Number | 3. Invoice Currency | 4. Law Firm & Law Firm Office
5. Invoice Status | 6. Invoice Date | 7. Billing Period | 8. Entity
9. Department | 10. Purchase Order | 11. Matter Reference | 12. AP Route

📌 Invoices with Resubmissions:

If an invoice has resubmissions, an additional field appears. Click "Latest Drafts" to view all versions.

🔹 Reviewing Invoice Details

1️⃣ Line Items, Expenses, and Allocations

These sections are displayed at the center of the page and can be accessed via buttons:

• Fees: Lists extracted narrative lines from the Vendor PDF or LEDES file.
• Expenses: Displays expenses and codes from the Vendor PDF or LEDES file.
• Allocations: If matter-level allocations exist, they will be applied here. Otherwise, allocations can be set manually for the invoice.
• Tax: Contains detail if tax was included on the invoice.   

2️⃣ Invoice Flags (Potential Adjustments)

📌 Location: Left side of the Invoice Review Page

• Brightflag AI generates flags based on invoice narratives.
• Click Expand to view all flag details in a pop-up window.
• Savings Percentage (%): Displays potential savings if the flag is enabled.
• To enable a flag, click the toggle switch and watch invoice values adjust.
• Click a flag to view related line items in the middle panel.

3️⃣ Invoice Resourcing

📌 Location: Resourcing Tile

• Breaks down timekeepers and their roles by line.
• Click on a role (e.g., Associate) to expand variations.
• Clicking on a specific timekeeper shows related narrative lines in the center panel.

4️⃣ Invoice Activities

📌 Location: Activities Tile

• Displays the % breakdown of activities making up the invoice.
• Click an activity to drill down into more detailed tasks.
• Selecting an activity loads connected line items in the central panel.

5️⃣ Invoice Tasks

📌 Location: Tasks Tile

• Displays processes or outputs related to the invoice.
• Clicking a task loads associated line items in the center panel for review.

🔹 Reviewing Invoice Financial Data

📌 Location: Top-right section of the Invoice Review Page

• Hover over "Billed Total" to reveal a pop-up with the option to add an adjustment.
• The Approve and Reject buttons are located in this section for final invoice action.

🔹Downloading & Commenting on an Invoice

📌 Location: Top-right section of the Invoice Review Page

🔹 Finalizing Your Invoice Review

• Click "Approve" to confirm the invoice.
• Click "Reject" if corrections are needed.
• Use the comment section to log any internal notes or communicate changes.