Brightflag offers multiple ways to send invoices to Accounts Payable (AP).
If your AP team prefers to receive PDF copies of invoices via email, this guide explains how to configure the AP Email Integration feature.
📌 Key Benefits:
✔️ Automated invoice delivery to AP upon approval.
✔️ Flexible file attachment options for enhanced record-keeping.
✔️ No manual intervention needed - emails are sent instantly after approval.
🔹 How AP Email Integration Works
- As soon as an invoice is approved, it is automatically emailed to a designated AP email address.
- The email includes selected invoice documents for AP processing.
🔹 How to Configure AP Email Integration
👤 Admins Only:
1️⃣ Follow Steps 1-3 of "Configuring AP Routes"
- Navigate to Admin Settings > AP Routes Configuration.
- Complete Steps 1-3 to set up the AP routing.
2️⃣ Select the AP Email Notification Method
Click Add Approve Action and select from the following options:
| Option | Description |
|---|---|
| Send Accounts Approval Email (Matter Lead) | Sends a notification email to the internal matter lead for the invoice. |
| Send Accounts Approval Email (Manual) | Sends a notification email to additional contacts (non-Brightflag users). |
📌 Tip: If you need AP emails sent to a specific inbox, choose Manual Email Notification and enter the correct email address.
🔹 What Files Can Be Sent to AP?
📌 You can choose which invoice-related files are sent to AP.
🔹 At least one file type must be selected, but multiple can be included.
| File Type | Description | Best For |
|---|---|---|
| Original Invoice PDFs | The law firm's submitted invoice in its original format. | AP teams requiring official vendor invoices for compliance. |
| Invoice Summary PDFs | Auto-generated summaries with invoice details, subtotal, and approval history. | AP teams using OCR processing & automated record-keeping. |
| Attachments | Any additional documents uploaded by the vendor (e.g., receipts, supporting files). | AP teams needing extra supporting documents for verification. |
📌 Supported File Types for Attachments:
✅ PDF, DOCX, DOC, PPT, PPTX, XLSX, XLS, JPG, JPEG, PNG, MSG, TXT.
📌 How to Configure File Settings?
- Submit a request to Brightflag Support to adjust which files are included.