Configuring Allocations - Accounting Codes Configuring Allocations - Accounting Codes

Configuring Allocations - Accounting Codes

Allocations allow you to split a matter’s charges across multiple entities, departments, or accounting codes. This feature ensures that costs are distributed accurately within your organization. 

Creating New Allocation Fields

Step Action
1. Navigate to: Menu > Admin Settings > Allocations
2. Create a New Allocation Field: Click on Create Allocation in the top-right corner of your screen.
3. Define the Allocation Parameters: - Name the allocation (e.g., Cost Center, Entity Code, Department Code, GL Code, etc.).
- Add at least one segment (you can add multiple).
- Click Create to finalize the setup.

 

 

Managing Allocation Fields

Action Description
Deactivate an Allocation Field or Segment Toggle the switch next to the allocation field or segment to deactivate it.
Reorder Allocation Fields Drag and drop the bars on the left-hand side to change the order of allocation fields.
Customize Your Allocation View Brightflag can configure your view to display:
- Only the Segment Name
- Only the AP Code
- Both
Contact your Customer Success Manager or Brightflag Support to request this customization.
Editing an Allocation Name Open the allocation field, update the name, and click Save at the top-right corner.
Deleting an Allocation You must contact Brightflag Support to delete an allocation.

 

📌 Important:

  • If you use the Batch AP Export or Batch API Export actions in any AP Routes and are setting up allocations for the first time, please contact Brightflag Support or your Customer Success Manager to ensure your batch file configuration aligns with your AP system’s expected mapping.
  • If the allocation field does not apply to all matters, or the setting "Block final invoice approval if no allocations are set" is enabled, we recommend creating a "Not Applicable" segment (or a similarly named option). This ensures that all matters have required allocation fields populated, preventing potential invoice approval issues.

 

 

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