Reviewing Accruals in Brightflag Reviewing Accruals in Brightflag

Reviewing Accruals in Brightflag

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.