The Quick Invoice Approval feature on Brightflag’s Attorney Dashboard enables non-admin users to quickly review and approve invoices without opening them individually. Below are answers to the most common questions about how it works, when invoices may be blocked, and how it can be configured.
🔑 General Use
Q: Who can use Quick Invoice Approval?
A: All non-admin users on the Attorney Dashboard, once the feature is enabled for your account.
Q: Where do I find Quick Invoice Approval?
A: It appears on the Invoices tab of the Attorney Dashboard. Only invoices assigned to you for approval will be shown.
Q: Can I approve multiple invoices at once?
A: Yes. Use the checkboxes to select multiple invoices, then click Approve.
Q: What happens after I approve an invoice?
A: The invoice is instantly removed from the dashboard, and its status updates to Approved in the Invoice Detail Page and the backend system.
Q: Can I still perform a detailed review of an invoice?
A: Yes. Click the Invoice Number on the dashboard to open the full Invoice Detail Page for a more comprehensive review.
📌 Eligibility Rules
Q: Are all invoices eligible for Quick Invoice Approval?
A: No. Invoices will not be eligible if:
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The invoice is in Awaiting Details status.
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The AP Route is configured to disable approval on adjustments, and the invoice contains adjustments or disbursements.
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Your company enforces the Block Approval for No Allocations rule, and the invoice has no allocations.
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Allocations are defined but incomplete.
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Allocations are missing for the matter.
📌 In these cases, the invoice will move to the Awaiting Details tab on the Legal Ops Dashboard for Admin review.
🔄 Dashboard Updates
Q: How quickly does the dashboard update after approval?
A: Updates are instant. Once an invoice is approved, it is immediately removed from the dashboard list.
Q: What if I still see an approved invoice on the dashboard?
A: You should not. Approved invoices are automatically removed. If one remains visible, please refresh your browser or contact Brightflag Support.
⚖️ Allocation & Validation Rules
Q: What happens if allocations are missing on an invoice?
A: If your company has enabled Block Final Invoice Approval if No Allocations are Set, the invoice will:
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Be blocked from approval.
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Move to Awaiting Details for Admin review.
Q: What if allocations are defined but not all allocations are set?
A: Approval will be blocked, and the invoice will move to Awaiting Details.
Q: What if allocations are not defined for the matter?
A: Approval will also be blocked, and the invoice will move to Awaiting Details.
📧 Email Notifications
Q: Do I still receive email notifications when approving from the Attorney Dashboard?
A: Yes. All standard approval notifications continue to function as usual.
Q: What email address is used in the approval workflow?
A:
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If the invoice was uploaded by a law firm, the email address of the law firm user who uploaded it will be used.
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If the invoice was uploaded by a client, the email address of the client user who uploaded it will be used.
🔀 AP Routes
Q: Are AP Routes triggered with Quick Invoice Approval?
A: Yes. If the non-admin approver is the final reviewer, AP Route actions are triggered automatically once approval is confirmed.
Q: Do I need to do anything to trigger AP Routes?
A: No. AP Route actions are processed automatically in the background after approval.
Q: Which AP Route actions are supported?
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✅ Send Accounts Approval Email (Fixed)
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✅ Send Accounts Approval Email (Matter Lead)
Q: Which AP Route actions are not supported?
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❌ Send Accounts Approval Email (Manual) is not supported from the Attorney Dashboard.
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If you need to manually enter an AP email, please use the Invoice Detail Page to approve.
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Q: Will approval be blocked if an AP Route is defined but no email is stored?
A: No. Approval will still go through even if the AP Route email is blank.
Q: What if the AP Route is configured to block approval on adjustments?
A: Approval will be blocked if the invoice contains adjustments or disbursements.
⚙️ Configuration
Q: Is Quick Invoice Approval enabled by default?
A: Yes. By default, Quick Invoice Approval is enabled for all Brightflag clients.
Q: Why don’t I see Quick Invoice Approval on my dashboard?
A: If non-admin users do not have access to Quick Approval, it most likely means your company asked Brightflag to disable the feature.
Q: Can Quick Invoice Approval be disabled?
A: Yes. If you would like to disable this feature, please contact your Customer Success Manager to discuss next steps.
✅ Summary
Quick Invoice Approval helps non-admin users approve invoices faster while ensuring compliance with company-specific rules for allocations and AP Routes. Invoices that fail validation are automatically redirected for Admin review, ensuring no compliance risk.