Multi-Line Purchase Orders (PO)

This article is best suited to Client Accounts that have the Purchase Order (PO) feature enabled. Should you wish to have this feature enabled, please have the Client Admin Submit a Request with the Brightflag Support Team. 

 

For details on how to add or edit a PO (Purchase Order), please see this help article: Adding or Editing a Purchase Order.

 

Brightflag has upgraded the Purchase Order feature adding the ability for customers to break down their PO's into multiple lines. This means that:

  • Client users will see Multi-Line PO in the PO tab on a Matter page & the PO tab on an Invoice
  • Ability to add PO Comments
  • Start & End dates of PO's are now captured
  • API enabled
  • Law Firms/Vendors may be required to split out fees and expenses by PO line item (depending on client requirements.

 

Vendor Users

For Vendor/Law Firm users that are logged in and select to upload invoices to a client who has Multi-Line PO toggled on, the Vendor will see the Multi-Line Purchase Order capability and be able to split out fees and expenses for the Purchase Order.

 

When Vendors are logged in and select to upload invoices to a customer who does not have Multi-Line PO toggled on, they will not see the Multi-Line Purchase Order capability and will upload invoices for Purchase Order 

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.

Have more questions?
Submit a request
Share it, if you like it.