Multi-Line Purchase Orders

Multi-Line PO visibility – Appears in the PO tab on a Matter page & the PO tab on an Invoice.

PO Comments – Users can add comments to a PO.

Start & End Dates – PO dates are captured for tracking.

API Enabled – Supports API integration for automation.

Fee & Expense Breakdown – Law firms/vendors may be required to split out fees and expenses by PO line item, depending on client requirements.

How to Add a Multi-Line PO to a Matter

1. Navigate to the Matter

• Log in to Brightflag.
• Open the relevant Matter.

2. Access the Purchase Orders Section

• Click the "Purchase Orders" tab.
  
• Click "Add Purchase Order" to create a new PO.
  

3. Enter PO Details

• Enter the PO Number and press "Add new..."
  
   
• Select the currency
  
   
• Select the Vendor. 
  

4. Enter Purchase Order Lines

• For each line item, enter:
  • Line Number
  • Line Description
  • Dates
  • Amount
• To add additional lines click "Add Line".
  
• Repeat for additional line items.
  

5. Save and Submit

• Click "Add +" to save the PO. 
   

FAQs

🔹 Can I edit an existing Purchase Order to use the Multi-Line feature?

No, existing Purchase Orders cannot be modified to include the new Multi-Line feature. This functionality is only available when creating a new PO.