Reviewing an Invoice (Client Article)

When an invoice is pending your review, you will be notified via email. Alternatively, you can monitor your review queue. If you are an Ordinary User, this will be your landing page.



To begin reviewing an invoice:

  1. Find the relevant invoice by navigating to Menu > Invoices.
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  2. Click on the invoice number to access the Invoice Analysis page of that invoice.

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Top-level Information:

  • In the top left corner of the Invoice Analysis page, you will see the invoice's high-level information.

  • Click on the Matter Name to access the matter's overview page

  • Click on the Invoice Number to access the invoice's original PDF, if applicable.

You can access previously rejected drafts of an invoice by clicking on the Invoice Icon mceclip3.png beside the Invoice Number of the relevant draft,

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Line Items:

  • At the bottom of the page, you will see the line items on this invoice.

  • Navigate through the tabs Fees and Expenses for all line items.

  • The Attachments tab will display any receipts included on this invoice.

  • The Allocations tab lists the invoice's accounting codes.mceclip5.png

Invoice Flags:

  • Invoice Flags are located at the center of the Invoice Analysis page. Flags are generated by Brightflag's artificial intelligence.

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  • Click on a flag title to filter the line items that relate to that flag.

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Invoice Breakdowns:

  • In addition to flags, you can review invoices on Brightflag with the help of a number of data points, powered by Brightflag's artificial intelligence.

  • The invoice breakdowns are located on the left side of the page, highlighting a Timekeeper Breakdown, Specific Task Breakdown and Activity Breakdown.

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    • Clicking into any of the values in these breakdowns will filter to the line items relating to that value.

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  • In the top right corner, you will see the comments box.

  • Add an internal comment in this box for your colleagues to see.

  • Any comments entered by the vendor at the point of upload will be displayed here.




Invoice Approval Workflow:


Adjusting an Invoice:

Downloading Invoice PDF:

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