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.
🚀 Bulk Updates for Purchase Orders
Bulk updates to PO numbers across multiple matters cannot be made directly in Brightflag. However, Brightflag Support can process them for you.
📌 To request a bulk PO update, provide an Excel file with:
✔ Brightflag Matter Reference
✔ Original PO Number
✔ Updated PO Number
✔ Start & End Dates
✔ Currency
✔ PO Amount
✔ Vendor Name
⚠️ 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.