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.
- 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, submit a request to Brightflag Support or get in touch with 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 displays vendor-submitted accruals. |
| 3️⃣ | Apply Filters (If Needed): Adjust filters (e.g., vendor, matter, or date range) and click Apply Filters to refresh results. |
| 4️⃣ | Review Accrual Values: Check the vendor-submitted accrual 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. |
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| 4️⃣ | Check vendor-submitted amounts |
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📌 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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