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.
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