Submitting Accruals - In Bulk: for Vendors (Law Firms)

Submission of Accruals within the required deadline can be done in two ways, Manually or in Bulk. This help article covers the steps for Submitting Accruals In Bulk.

For Bulk Accruals Submissions, please see this help article: Submitting Accruals Manually

To successfully submit accruals, you must either be a Matter participant or hold a Vendor Office Admin role or higher on Brightflag. All Vendor Office Admin & Vendor Admin roles have access to all matters and as such can submit accruals. Further information is detailed below.

ESSENTIAL READING Submitting Accruals: All You Need To Know

Bulk Accrual Submissions:

The Accruals section in the Brightflag app is where you Submit Accruals for your client. For missed deadlines Accruals Submissions please skip to the relevant section below.

Navigate to Menu > Accruals.
Ensure the correct accrual period is selected before commencing. You will be able to see the current accrual period highlighted in blue at the top of the page.
Download an excel template by clicking on the button on the right-hand side of the screen.
In the pop-up window select the Download Excel Template button.
Fill in the required fields in columns D, F and G: Submitted By, Prior Accrual Periods Unbilled, and Current Accrual Period Unbilled.
For Submitted By field, please enter your email address.

Important to ensure not to rename the downloaded Template file name or alter/change the headings of this file to avoid errors when uploading.
Save the excel file on your PC and click on the buttontouploadthesavedfile.
Choose the accruals file and select Upload Accruals and click on Submit.
A pop-up notification will appear in the top right corner of the screen for a few seconds after the upload is complete confirming your bulk accruals file has been attached
Then click the button at the bottom right of the page.
The final step is to ensure you click Save in the pop-up which shows the accruals you have updated or created. Click this Save button to submit or click Edit to go back and make any necessary changes.