What happens if I have matters that don't require allocation fields? What happens if I have matters that don't require allocation fields?

What happens if I have matters that don't require allocation fields?

If some of your matters don’t require allocation fields, but the setting "Block final invoice approval if no allocations are set" is enabled, you may encounter invoice approval issues because all matters must have an allocation field populated.

Q: How can I prevent invoice approval issues related to allocations?

To avoid issues, we recommend creating a "Not Applicable" segment (or a similarly named option). This allows you to assign a default value for matters where allocations aren’t required, ensuring seamless invoice approval.

Q: What are the benefits of using a "Not Applicable" segment?

✅ Prevents invoice approval delays
✅ Ensures all allocation fields are correctly populated
✅ Reduces the risk of manual intervention for invoice processing

If you need help configuring allocations, contact Brightflag Support 

 

 

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