If an invoice has been submitted to the wrong matter, it can be moved to the correct matter without requiring the vendor to resubmit.
✅ Only Client Admin users can perform this action.
❌ Vendors cannot move invoices between matters.
⚠ Only invoices with a "Pending" status can be moved.
- If an invoice has already been reviewed, you must change its status back to Pending before moving it.
📌 How to Move an Invoice to a Different Matter
| Step | Action |
|---|---|
| 1️⃣ Find the Invoice | Navigate to Menu > Invoices and locate the relevant invoice. |
| 2️⃣ Click the Matter Change Icon next to the Matter Name |
Click the icon next to the Matter Name in the top-left corner of your screen. 🔒 Don’t see the Matter Change icon? You likely do not have the necessary permissions to move invoices. Only Client Admin users can access this feature. Please contact your internal admin for assistance. |
| 3️⃣ Select the New Matter | Choose the correct matter from the dropdown menu. |
| 4️⃣ Confirm the Change |
Click "Link to Matter" to complete the move. |
📌 After moving the invoice, review the AP Route to ensure it is still accurate.
AP Routes do not update retroactively when an invoice is moved to a new matter. If necessary, manually update the AP Route after moving an invoice.
🛠 Troubleshooting: Unable to Move an Invoice?
⚠ If you receive an error message, ensure the invoice is in a Pending status - only Pending invoices can be moved between matters.
🔒 Missing the Matter Change icon?
Only Client Admin users can move invoices. If you don’t see the icon, please contact your admin for help.
⚠ You can only move invoices between open matters. You cannot move an invoice to a closed matter.
📌 Need Assistance?
🔹 If you need to move an invoice that is not in Pending status, reach out to Brightflag Support.
🔹 Provide the Matter Reference and Invoice Number in your request.
⚠ Note: This process will not update any information if the invoice has already been sent to AP - it will only update the invoice within Brightflag.