Approving an Invoice via Email (Quick Email Approval) Approving an Invoice via Email (Quick Email Approval)

Approving an Invoice via Email (Quick Email Approval)

Brightflag allows eligible reviewers to approve invoices directly from their email — without logging into the platform.

This feature sends an email containing an AI-generated invoice summary and an Approve Invoice button.


How It Works

1️⃣ You receive an email from Brightflag containing a summary of a pending invoice.

2️⃣ The email includes two buttons:

  • Approve Invoice – Approves the invoice directly from your inbox

  • Go to Invoice – Opens the invoice in Brightflag for full review

3️⃣ If you click Approve Invoice, you are taken to a confirmation page.

No login is required to complete approval.


What Information Is Included in the Email?

The email provides key details to support quick decision-making:

  • Matter Name & Reference

  • Vendor (Office) & Invoice Number

  • Invoice Total (including adjustments)

  • Billing Period

  • Flags (if applicable)

  • AI-generated summary of work performed

This allows you to review high-level information before approving.


How Many Invoices Can Be Approved via Email?

The email displays up to 10 of your oldest pending invoices.

If you have more than 10 pending invoices, additional approvals must be completed directly in Brightflag.


Important

  • Email approval bypasses logging into Brightflag, but it does not bypass workflow rules.

  • You can only approve invoices that are currently at your stage in the approval process.

  • If you need to adjust or reject the invoice, you must use the Go to Invoice option.


How to Disable Quick Approval Emails

If you do not wish to approve invoices via email, contact Brightflag Support to opt out.