Allocation fields allow you to split matter spend across departments, entities, or accounting codes.
Admins can configure allocation fields in Admin Settings.
Create a New Allocation Field
| Step | Action |
|---|---|
| 1 | Go to Menu → Admin Settings → Allocations |
| 2 | Click Create Allocation |
| 3 | Enter the allocation name (e.g., Cost Center, Entity Code, Department) |
| 4 | Add one or more segments |
| 5 | Click Create |
Manage Allocation Fields
| Action | Description |
|---|---|
| Deactivate allocation | Toggle the switch next to the allocation field |
| Deactivate segment | Toggle the segment switch |
| Reorder allocation fields | Drag and drop the bars on the left |
| Edit allocation name | Open the allocation and click Save after editing |
Customizing the Allocation Display
Brightflag can configure how allocation fields appear in the interface.
Display options include:
Segment name only
AP code only
Both
To change this configuration, contact Brightflag Support or your Customer Success Manager.
Important: AP Export Configuration
⚠️ Before setting up allocations for the first time
If your AP routes use:
Batch AP Export
Batch API Export
Your export file configuration must match your AP system’s mapping.
Incorrect configuration can cause:
Export errors
Allocation mismatches in financial systems
Before enabling allocations, contact Brightflag Support or your Customer Success Manager to confirm your export configuration.
Matters That Don’t Require Allocations
If the setting “Block final invoice approval if no allocations are set” is enabled, every matter must contain an allocation value.
If some matters do not require allocations, create a default segment such as:
“Not Applicable”
This prevents invoice approval failures.
Benefits of Using a Default Allocation Segment
Prevents invoice approval delays
Ensures allocation fields remain populated
Reduces manual corrections during invoice processing