Setting Allocations on a Matter: for Brightflag Customers (Clients)

Allocations allow you to split a matter's charges among varying entities, departments, or any other accounting codes. You can divide a matter's charges across multiple accounting codes.

For more information on setting allocations at an invoice level, please see this article: Setting Allocations on an Invoice: for Brightflag Customers (Clients)

You can define the parameters of allocations in the admin settings.

You can set Allocations on matters in two ways:

Set Allocations on a Matter Individually:

  1. Find the relevant matter and click on its Matter Overview Page.

  2. Navigate to the Matter Details tab.

  3. Scroll to the bottom of the page to find Matter Allocations.

  4. Click on the Add button.

  5. Enter the value for each field using the dropdowns and click Set Allocations.

  6. These allocations will be set on each invoice submitted to this matter by default. You can also change the allocations on an individual invoice by navigating to the Allocations tab on the invoice analysis page.

 

Set Allocations on a Matter In-Bulk:

  1. Using the bulk matter update feature on the matter overview page, follow steps  1-8 in the help article: Updating Matters in Bulk.

  2. Select Allocations from the drop-down list of bulk update options.
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  3. Complete each field and then click the Apply for matters button.
    To add multiple allocations, click the Add new allocation + button at the bottom right of the pop-up window. 

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  4. All allocations must total 100%. If you get the below error message, you need to amend the Percentage for each allocation to ensure they add up to 100%.
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  5. All matters have now been updated.

NOTE: When updating the allocation on a matter, no existing invoice will be affected so any pending invoices present in the matter in question will need to be adjusted separately if needed. more information on how to change an allocation on a specific invoice can be found here. The change will only affect newly submitted invoices.

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