Finding an Invoice - Your Review Queue: for Brightflag Customers (Clients)

As an invoice reviewer, the Brightflag Invoices page is effectively your to-do list. You can also use this page to find invoices you have access to.

 

How To Find an Invoice

  1. Navigate to Menu > Invoice Management > Invoices
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  2. Use the filters:
    • The filters are set to show you all invoices. You can change this to show all invoices awaiting your review by clicking the awaiting my review button.

    • Set any additional filters required. For example, use the Vendor dropdown to filter invoices from a particular vendor (law firm).
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  3. Use the filters to enter an invoice number or matter name.
    Invoice_Number.jpg

  4. Click APPLY FILTERS after you have set the filters or entered a value in the search bar.
    • Click Clear Filters if you want to start over.

  5. Finally, when you have found the desired invoice, click on the invoice number to access the Invoice Analysis page of that invoice. The invoice analysis page is where you will review your invoices.

If you would prefer to download the information, you can extract it to excel with the "Export" option on the top left of the screen:

Invoice_Export.jpg

Can't find an invoice:

  1. Check that you have access to the matter that the invoice is in. If you're not sure, ask your system admin to look as they can see all matters.

  2. Check that your vendor has submitted the invoice, and the status on the end is > With Client.
    • The statuses on the law firm portal are slightly different from yours. Pending on the law firm portal means the invoice is being processed by Brightflag and you will see it soon. You will not see the invoice until it is fully processed.

  3. Set broad filters when searching for the invoices e.g. select All Invoice Statuses.

When is it my turn to review an invoice?

It's your turn to review the invoice when:

  • Your initials are in grey
AND
  • You are reviewing stage #1, OR
  • The stage before you is green.

Converting invoice currencies

You can convert the monetary amounts to your company’s default currency by clicking convert to X on the top right corner of your invoice grid.

Amounts that are converted will turn blue. Hover your cursor over the amount to see what the original amount is.

The Fx rates are based on the invoice date.

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Sorting

All fields can be sorted by clicking the field/column name at the top of the grid. 

The current filter will show an arrow beside the field/column header.

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Last Status Change

The last status change field indicates any time the invoice’s overall status has changed after it was made available for review. 

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This provides a quick and each way to view when an invoice has moved into a different status, most commonly, Approved/Rejected. 

You can filter invoices by status using the filters at the top of the page.

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