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 | Click the icon next to the Matter Name in the top-left corner of your screen. |
| 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.
⚠ 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.