Brightflag’s Purchase Order (PO) feature allows finance teams to track and manage spending by linking invoices to POs at the matter level. This guide explains how to add, edit, remove, and manage POs in Brightflag.
📌 Note: If you would like to enable the PO feature in Brightflag, a Client Admin must submit a request to Brightflag Support.
✏️ How to Edit or Remove a PO from a Matter
| Step | Action |
|---|---|
| 1️⃣ Find the Matter | Go to Menu > Matter Management > Search/Add Matters, then select the matter. |
| 2️⃣ Access the PO Tab | Click the Purchase Orders tab. |
| 3️⃣ Edit or Remove the PO | Click the three dots (⋮) next to the PO. - To Edit: Select Edit, update the details, and click Save. - To Remove: Select Remove, confirm the deletion. |
| Step | Action |
|---|---|
| 1️⃣ Find the Matter | |
| 2️⃣ Access the PO Tab | |
| 3️⃣ Edit or Remove the PO |
⚠️ Important Notes
📌 If a PO is inactive, it cannot be assigned to invoices.
📌 The Start & End Dates do not automatically deactivate the PO - you must manually change the status to Inactive when the PO is no longer in use.
📌 The Start & End Dates do not prevent invoices from being submitted outside of this period.
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