As an Admin User or Internal Matter Lead, you may be required to review and approve vendor accruals each month. This guide explains how to review, edit, and approve accruals.
📌 When Can You Review Accruals?
- The ability to review and approve accruals opens 5 days after the submission deadline.
- You will receive a notification each month when the review period begins.
- To edit past accruals or submit accruals on behalf of a vendor, the "editing after the cutoff" setting must be enabled. If you're unsure whether this is enabled for your account, contact Brightflag Support or your Customer Success Manager for confirmation.
📌 How to Review Submitted Accruals
Step | Action |
---|---|
1️⃣ Navigate to Accrual Review | Go to Menu > Financial Management > Review Accruals. |
2️⃣ View Submitted Accruals | You will land on the Submitted tab, which shows vendor-submitted accruals. |
3️⃣ Apply Filters (If Needed) | Change filters (e.g., vendor, matter, or date range) and click Apply Filters to refresh results. |
4️⃣ Review Accrual Values | Check vendor-submitted amounts |
5️⃣ Approve Accruals | Click the Approve icon (✔) next to an accrual, add comments (if required), and confirm approval. |
6️⃣ Bulk Approve Accruals | Select multiple accruals using the checkboxes, then click Approve Selected. |
📌 Once approved, accruals will move to the "Approved" tab.
📌 Handling Unsubmitted Accruals
If a vendor has not submitted accruals, you can manually enter values:
Step | Action |
---|---|
1️⃣ Navigate to "Not Submitted" Tab | This tab shows vendors that have not submitted accruals. |
2️⃣ Identify Missing Accruals | Empty fields indicate that no accrual amount was submitted. |
3️⃣ Enter Accruals on Behalf of a Vendor | If a vendor misses the deadline, you can manually input their accruals. |
4️⃣ Approve Entered Accruals | Follow the standard approval process for any manually entered values. |
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