How to Set Allocations on a Matter - Individually

Allocations allow you to split a Matter’s charges across different entities, departments, or accounting codes. This ensures that costs are properly distributed for accurate financial tracking.

Allocations can be set individually or in bulk within the Matter settings.

🛠️ How to Set Allocations on a Matter Individually

1. Follow these steps to find the relevant matter in Brightflag. 

2. Go to the Allocations tab

   

3. Enter the required values using the dropdowns

4. Click Set Allocations

   

📌 Once set, these allocations will apply by default to every invoice submitted for this Matter.

✏️ Changing Allocations for Individual Invoices

You can also change allocations on a case-by-case basis:

1. Go to the Invoice Analysis Page

2. Click the Allocations tab

3. Edit the values as needed for that invoice only

⚠️ Important Notes

• 📌 Updating allocations on a Matter will not affect existing invoices.
  If there are pending or submitted invoices in the Matter, they must be adjusted separately if needed.

• 📌 Changes only apply to newly submitted invoices.
  Historical invoices will retain their original allocations unless manually updated.