Reviewing an Invoice Reviewing an Invoice

Reviewing an Invoice

You will be notified via email when an invoice is pending your review. Alternatively, you can monitor your review queue. If you are an Ordinary User, this will be your landing page.

 

 

To begin reviewing an invoice:

  1. Find the relevant invoice by navigating to Menu > Invoices.


  2. Click on the invoice number to access the Invoice Analysis page of that invoice.

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Top-level Information:

On the top left of the screen, you will have the invoice core information:

 

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  1. Matter name: *standard field.
  2. Invoice number: Clicking on the invoice number allows you to edit the invoice number. *standard field.
  3. Invoice Currency: *standard field
  4. Law firm & Law firm office: *standard field
  5. Invoice status: *standard field.
  6. Invoice date: Your invoice date *standard field.
  7. Billing Period: The period your invoice covers *standard field.
  8. Entity: *standard field.
  9. Department: *standard field.
  10. Purchase order: Enabled based on configuration needs.
  11. Receipt Number: Enabled based on configuration needs.
  12. Ap Route: *standard field.

***If an invoice has resubmissions, you will see an additional field:

Click on the Latest drafts to see a list of the resubmissions, and click on the draft number to access the previous draft.

 

Line items, Expenses and Allocations:

Each of these is centered on the page. You can access them by their applicable buttons: 

Fees: This will list the extractive narrative lines from your Vendor PDF or LEDES file.

Expenses: This will list the expenses and codes from your vendor PDF or LEDES file

Allocations: If you have set allocations at the matter level, they will apply here to the invoice; if not, you can set them manually in this tab for the invoice.

 

 

 

Invoice Flags:

You can find the flags feature on the left side of the invoice review page. Brightflag artificial intelligence generates flags based on the invoice's narrative. To view the flags fully, click the expand button at the end of the flags window, which will bring up a pop-up displaying all the flag details.

When reviewing flags, you'll also see a savings percentage (%), which indicates the potential savings adjustment on the invoice total should the flag be enabled.

To enable the flag, click the toggle and watch the invoice values adjust according to your actions.

To see the lines associated with the flags, click on the related flag, and the middle panel will adjust to display the applicable lines.

 
Invoice Resourcing:
The Resourcing Tile breaks down timekeepers and their roles by line. If there are variations of a particular role, for example, Associate, you can click on it to expand and show the other values.
 
If you click on any of these values, the related Narrative lines will appear on the center panel.
 
 
Invoice Activities:
The Activities tile shows % breakdown of the activities that make up your narrative lines. If you click on any of these items you drill into more granual activities or if you click on the activity you need to find the lines which are connected to this activity will display in the Cenral panel.
 
 
Invoice Tasks:
The tasks tile shows process or outputs from the invoice or needed for the invoice. If you click into any of the items they will load up the related lines on the central panel for review.
 
 
Invoice Financial data:
 
On the top right, you will find the core financial details of your invoice. If you hover over the "Billed Total," and a pop-up will show with a button to add an adjustment: 
 
 
This is also the section where you will be offered the Reject and Approve buttons for actioning the invoice.
 
 
Downloading/Commenting on an Invoice
 
Towards the top right of the page, there are multiple buttons:
1. The paperclip is where any attachments (receipts, expense backups, etc.) can be downloaded.
2. The download button for the Invoice PDF/Summary PDF/Excel/LEDES File of an Invoice.
3. The in-app PDF viewer, where you can review the invoice PDF without downloading it.
4. The comment section of the invoice: internal comments and approval/rejection messages.
5. The history tab of the invoice shows the user who uploaded it and the timestamp.
 

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