Brightflag’s Awaiting Details functionality helps ensure that invoices meet all necessary criteria before being approved for payment. This feature allows companies to enforce additional data requirements beyond Brightflag’s standard invoice checks.
📌 What Fields Can Trigger Awaiting Details?
| Validation Rule | Condition That Triggers Awaiting Details |
|---|---|
| Vendor Ref | Missing or contains invalid characters |
| Invoice Amount | Amount entered is invalid |
| Invoice Currency | Currency label is incorrect or missing |
| Receipt Number | Not entered when required |
| Invoice PO | PO number missing when required |
| Invoice/Matter Allocation | Allocation is not set |
🔹 How It Works
📤 Invoice Submission & Validation
✔ When an invoice is submitted, it undergoes automated checks based on your company’s configured validation rules.
✔ If all required data is present, the invoice proceeds to Accounts Payable (AP) as usual.
✔ If any required details are missing or incorrect, the invoice moves to the "Awaiting Details" status during the final review stage.
⚠️ Awaiting Details Status
✔ The invoice moves to the "Awaiting Details" status if missing or incorrect information is identified while the final reviewer attempts to approve or reject it.
✔ This status is triggered when the issue is detected during the final review stage.
✔ The invoice cannot be paid until the issue is resolved.
✅ Resolution & Approval
✔ Once the missing information is entered correctly, the invoice automatically moves forward in the approval workflow.
✔ The invoice proceeds to Accounts Payable (AP) for processing.
📧 Proactive Notifications for Admins
✔ Daily email reminders are sent to Admin users listing invoices still in Awaiting Details status.
✔ Admins can track and manage flagged invoices to prevent payment delays.
⚙️ Configuration Assistance
Need to configure your company's Awaiting Details rules? Contact your Brightflag Customer Success Manager to set up and tailor this functionality to your organization’s needs. 🚀
💡 Why LEDES Submissions Are Preferred?
Brightflag strongly recommends using LEDES invoices over PDFs to reduce the chances of invoices getting flagged.
✅ Fewer Rejections – LEDES files use a structured format, reducing data entry errors.
✅ Seamless Integration – Brightflag’s EBH integration simplifies LEDES uploads, improving accuracy.
✅ Better Compliance – Pre-formatted LEDES fields match Brightflag’s data validation requirements.