Manually Reviewing Budget Requests

For users who prefer to review each budget request individually, Brightflag offers a manual review process for precise oversight.

📍 How to Manually Review a Budget Request

1. Go to Matter Budgets:

   • Navigate to Menu > Matters > Matter Budgets

2. Find the Budget Request:

   • Use the filters to locate the specific matter.
   • Click the dropdown arrow under Budget Info to view details.

3. Approve or Reject the Budget:

   • Click Approve to accept the budget request.
   • Click Reject and provide a comment explaining why.

📌 Rejected budget requests are logged and emailed to the vendor.

💡 Frequently Asked Questions

📌 Can I edit an approved budget?

Yes! You can adjust the matter budget at any time.

📧 What happens if I reject a request?

Vendors receive an email with your reason, allowing them to resubmit.