Approving or Rejecting an Invoice: for Brightflag Customers (Clients)

To approve an invoice:

  • Find the invoice you are looking for and click on the Invoice Analysis page of that invoice.Screen_Shot_2021-07-15_at_2.41.58_PM.png

  • In the bottom right corner, you will have the option to approve or reject the invoice.Screen_Shot_2021-07-15_at_2.42.45_PM.png

  • Click Approve.
    If you have made an adjustment on the invoice and the Approve button is greyed out, it means your company's settings do not allow you to adjust the invoice fees while approving. If this is the case you will need to reject the invoice to request a revised draft from your vendor.

    When you click Approve, you will be provided with the option to add an internal note

    • If you are the final approver on the invoice, you may also have the option to add an 'accounts payable' email address depending on your company's settings. Additionally, if you would like to notify the vendor of the approval, tick the Notify Firm by Email box. 
    • If you are not the final approver on the invoice, the invoice will be available for the next stage of review.Screen_Shot_2021-07-15_at_2.44.36_PM.png
  • Finally, click Approve or Approve and Next Invoice.
    • If you click Approve and Next Invoice you will be taken to the next invoice where your stage is pending review. If there are no invoice stages pending your review you will be taken back to the invoices page.

Rejecting an Invoice:

  1. Find the invoice you are looking for and click on the Invoice Analysis page of that invoice.

  2. In the bottom right corner, you will have the option to approve or reject the invoice.

  3. Click Reject.

  4. You will be provided with the option to add an internal note.Screen_Shot_2021-07-15_at_2.45.08_PM.png

  5. You may also have the option to add an accounts payable email address. depending on your company's settings.

  6. If you would like to notify the vendor of the approval, tick the Notify Firm by Email box. It may on by default. 

  7. Finally, click Reject or Reject and Next Invoice.

 

What happens after I reject an invoice?

  1. Your Vendor will be notified via email (if you chose to) and they will be prompted to log into the Brightflag Law Firm Portal.

  2. They can download a spreadsheet detailing the adjustments made on the invoice.

  3. From there, they will submit a revised draft which will then appear in your review queue as a pending invoice. You will be notified of any invoices pending your review.

  4. The revised draft is linked to this original draft that you have rejected. If relevant, the savings you have made will be displayed on-screen. 

  5. You can then approve or reject this approved invoice. 
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