Definition for the different fields available across the report types in Brightflag:
|
Report Type |
Former field name |
Sample Value |
Definition |
|
Invoices |
purchase_order_number |
1234abc |
The number of the purchase order applied to an invoice or available on the matter. |
|
Invoices |
invoice |
26610 |
The number for this invoice as entered by the invoice submitter. |
|
Invoices |
preferred_counsel |
Not Preferred Counsel |
An identifier for if your vendor is preferred or not |
|
Invoices |
vendor |
G&D |
The vendor that submitted this invoice. |
|
Invoices |
status |
BatchExported |
The status of the latest draft of an invoice. |
|
Invoices |
matter |
Project Drab Cantaloupe |
The name of the matter. |
|
Invoices |
invoice_currency |
USD |
The currency used in the Invoice |
|
Invoices |
matter_category |
Banking |
The type of legal work associated with the matter. |
|
Invoices |
customer_matter_id |
BF_M#2430 |
A unique identifier for a matter set by the end-user. |
|
Invoices |
department |
Commercial Banking |
The department in your company that has interest in this matter |
|
Invoices |
invoice_group_id |
26610 |
A unique identifier for a group of invoice drafts automatically set by Brightflag. The ID is the same as the invoice_draft_ID from the first draft of that invoice. |
|
Invoices |
days_pending |
877 |
Days elapsed since the invoice was fully processed. |
|
Invoices |
department_head |
jess.smith@client.com |
The email address for the user in your company assigned as the head of the department on that matter. |
|
Invoices |
ap_route |
Europe |
The accounts payable route that defines the actions that can occur when and after you click approve or reject. |
|
Invoices |
entity |
Client USA Ltd |
The entity in your company has interest in this matter |
|
Invoices |
draft_status |
Original |
The status of the specific draft of an invoice. |
|
Invoices |
internal_matter_lead_name |
John Smith |
The full name of the person in your company assigned as the internal matter lead. |
|
Invoices |
internal_matter_lead_email |
john.smith@client.com |
The email address of a single internal person who is in charge of the matter |
|
Invoices |
days_taken_to_submit_revised_invoice |
581 |
Days elapsed since first/original draft and final/most recent draft was uploaded |
|
Invoices |
custom_vendor_office_name |
Dublin |
A custom name for a vendor office. |
|
Invoices |
lead_outside_counsel_name |
Jane Smith |
The full name of vendor user assigned as the lead outside counsel. |
|
Invoices |
net_fees_exposure |
1604.25 |
The amount for the net fees that your company is due to pay on this invoice. |
|
Invoices |
lead_outside_counsel_email |
jane.smith@firm.com |
The email address of the vendor user assigned as the lead outside counsel. |
|
Invoices |
tax_exposure |
0 |
The amount for the taxes that your company is due to pay on this invoice. |
|
Invoices |
invoice_date |
2020-09-22 |
The date the invoice was issued. |
|
Invoices |
receipt_number |
1234abc |
The receipt number of this invoice draft. |
|
Invoices |
invoice_received_date |
2018-06-11 |
For LEDES invoices, it is the date that the law firm submitted the invoice. But for PDF invoices, it the date that the analyst team uploaded the invoice. |
|
Invoices |
expenses_exposure |
0 |
The amount for the expenses that your company is due to pay on this invoice. |
|
Invoices |
approved_date |
2019-12-19 |
The date at which an invoice was fully approved by all stages. |
|
Invoices |
rejected_date |
2019-04-19 |
The date at which an invoice was rejected. |
|
Invoices |
status_change_timestamp |
2020-01-27 |
The date at which the most recent invoice draft status change occurred. |
|
Invoices |
gross_total_exposure |
1604.25 |
The amount for the invoice total that your company is due to pay on this invoice. |
|
Invoices |
invoice_net_fees |
1604.25 |
The net fees on this invoice draft. |
|
Invoices |
tax |
1200 |
The taxes on this invoice draft. |
|
Invoices |
discount |
0 |
The discounts on this invoice draft. |
|
Invoices |
expenses |
0 |
The expenses/disbursements on this invoice draft. |
|
Invoices |
fixed_fees |
0 |
The gross total on this invoice draft if it's a fixed fee invoice. |
|
Invoices |
ledes_fee_adjustments |
0 |
The sum of the LEDES fee adjustments present in this invoice draft. |
|
Invoices |
gross_total |
1604.25 |
The gross total on this invoice draft (the 'total to be paid' before any adjustments). Calculated as (net fees + expenses - discount + taxes) |
|
Invoices |
invoice_gross_total_in_customer_currency |
1604.25 |
The gross total on this invoice draft as per your company's default currency. |
|
Invoices |
invoice_total_savings_identified |
150.25 |
The sum of the savings flags present on this invoice. |
|
Invoices |
invoice_savings_achieved |
0 |
The invoice write-downs made on an approved invoice draft. |
|
Invoices |
original_invoice_savings_requested |
0 |
The invoice write-downs made on the first rejected draft of this invoice. |
|
Invoices |
invoice_revised_draft_savings |
0 |
The difference between the gross total of the first draft of this invoice and this draft. |
|
Invoices |
has_flags |
Flags |
At least 1 flag is present on this invoice draft. |
|
Invoices |
all_approvers |
john.smith@client.com; jess.smith@client.com |
The email addresses of all approvers on this invoice. |
|
Invoices |
current_review_stage |
1 |
The number of the current review stage for this invoice |
|
Invoices |
current_approvers |
john.smith@client.com |
The email addresses of the approvers on the current review stage. |
|
Invoices |
approver_comments |
Approved based on xyz |
The comments entered by the approver on the approve invoice modal. |
|
Invoices |
stateprovince |
New York |
The state or province in which the legal work of the matter relates to. |
|
Invoices |
vendor_ref |
123456Ref |
A unique identifier for a vendor set by the end-user. |
|
Invoices |
invoice_level_adjustment |
0 |
An adjustment made at the invoice level. |
|
Invoices |
billing_period_start_date |
2018-01-03 |
The start of the time period where the work was carried out on this invoice. |
|
Invoices |
billing_period_end_date |
2018-04-27 |
The end of the time period where the work was carried out on this invoice. |
|
Report Type |
Former field name |
Sample Value |
Definition |
|
Line item |
matter |
Project Drab Cantaloupe |
The name of the matter. |
|
Line item |
department |
Commercial Banking |
The department in your company that has interest in this matter |
|
Line item |
line_id |
2277477 |
Unique identifier for a line generated by Brightflag |
|
Line item |
line_type |
Fee |
States if the line is a fee or an expense. |
|
Line item |
line_description |
Professional Service |
The description provided by the vendor for this line item. |
|
Line item |
line_date |
2020-10-08 |
The date that the activity described in this line item was performed. |
|
Line item |
line_quantity |
7.3 |
Number of hours or time units for this line prior to adjustments. |
|
Line item |
line_unit_cost |
180 |
The rate charged for this line item prior to adjustments. |
|
Line item |
line_amount |
588.15 |
The amount charged for this line item prior to adjustments. |
|
Line item |
adjusted_line_quantity |
6.3 |
Number of hours or time units for this line after adjustments. |
|
Line item |
adjusted_line_unit_cost |
165 |
The rate charged for this line item after adjustments. |
|
Line item |
adjusted_line_amount |
515 |
The amount charged for this line item after adjustments. |
|
Line item |
line_amount_reduced |
0 |
The amount reduced on this line. |
|
Line item |
line_adjustment_comments |
No Adjustment Comments, No Flags |
Comments associated with adjustments made on a line item. |
|
Line item |
brightflag_timekeeper_id |
39649 |
A unique identifier linking a timekeeper to the line item. |
|
Line item |
timekeeper_name |
Not Specified |
A timekeeper name linked to the line item. |
|
Line item |
role |
Not Specified |
The role of the timekeeper linked to the line item. |
|
Line item |
brightflag_invoice_id |
247138 |
A unique identifier for an invoice on Brightflag. |
|
Line item |
invoice_number |
VC_test_1 |
The vendor's invoice number. |
|
Line item |
invoice_date |
2020-10-08 |
The date the invoice was issued. |
|
Line item |
invoice_gross_total |
617.56 |
The gross total on the invoice. |
|
Line item |
invoice_total_expenses |
0 |
The total expenses on the invoice. |
|
Line item |
invoice_fees |
588.15 |
The total fees on the invoice. |
|
Line item |
invoice_discount |
88.22 |
The total discount on the invoice. |
|
Line item |
invoice_tax |
0 |
The total amount of taxes on the invoice. |
|
Line item |
invoice_level_adjustments |
0 |
An adjustment made at the invoice level. |
|
Line item |
invoice_adjusted_total |
617.56 |
The total amount for the invoice after adjustments have been made. Calculated as (invoice gross total - adjustments) |
|
Line item |
invoice_currency |
EUR |
The currency used in the invoice |
|
Line item |
brightflag_matter_id |
59621 |
A unique identifier for a matter automatically set by Brightflag. Can't be changed. |
|
Line item |
customer_matter_id |
BF_M#59621 |
A unique identifier for a matter set by the end-user. |
|
Line item |
vendor_ref |
TF01 |
A unique identifier for a vendor set by the end-user. |
|
Line item |
vendor |
Test Firm |
A custom name for a vendor. |
|
Line item |
internal_matter_lead_email |
ekta.singh@bf.com |
The email address of a single internal person who is in charge of the matter |
|
Line item |
invoice_status |
Approved |
The status of an invoice's progress towards payment |
|
Line item |
invoice_approved_date |
2020-11-01 |
The date at which an invoice was fully approved by all stages. |
|
Line item |
invoice_rejected_date |
2020-11-01 |
The date at which an invoice was rejected. |
|
Line item |
billing_start_date |
2020-10-08 |
Set by law firm/client during upload of the invoice |
|
Line item |
billing_end_date |
2020-10-08 |
Set by law firm/client during upload of the invoice |
|
Line item |
matter_ref |
Robin1 |
A unique identifier for this matter as entered by the end user. |
|
Line item |
task_code |
The task details as categorised by the analyst team |
|
|
Line item |
preferred_counsel |
Excluding Preferred Counsel |
An identifier for if your vendor is preferred or not |
|
Line item |
expense_code |
The expense code as set by the analyst team |
|
|
Line item |
activity_code |
A1116 Fixed Fee |
The activity details as categorised by the Brightflag team |
|
Line item |
custom_vendor_office_name |
New York |
A custom name for a vendor office. |
|
Line item |
country |
Republic of Ireland |
The country in which the legal work of the matter relates to. |
|
Line item |
stateprovince |
New York |
The state or province in which the legal work of the matter relates to. |
|
Line item |
matter_category |
Litigation |
The type of legal work associated with the matter. |
|
Report Type |
Former field name |
Sample Value |
Definition |
|
Matter Spend / All Matters |
matter |
Project Red Chair |
The name of this matter. |
|
Matter Spend / All Matters |
matter_ref |
BF_REF_597 |
A unique identifier for this matter as entered by the end user. |
|
Matter Spend / All Matters |
matter_current_exposure |
100 |
The exposure percentage assigned to this matter. |
|
Matter Spend / All Matters |
matter_group |
Strategic |
The matter group assigned to this matter. |
|
Matter Spend / All Matters |
preferred_counsel |
Not Preferred Counsel |
An identifier for if your vendor is preferred or not |
|
Matter Spend / All Matters |
matter_category |
Arbitration |
The type of legal work associated with the matter. |
|
Matter Spend / All Matters |
internal_matter_lead_email |
John Smith |
The email address of a single internal person who is in charge of the matter |
|
Matter Spend / All Matters |
internal_matter_lead_name |
john.smith@client.com |
The full name of vendor user assigned as the lead outside counsel. |
|
Matter Spend / All Matters |
lead_outside_counsel_email |
jane.smith@firm.com |
The email address of the vendor user assigned as the lead outside counsel. |
|
Matter Spend / All Matters |
customer_matter_id |
BF_M#54436 |
A unique identifier for a matter set by the end-user. |
|
Matter Spend / All Matters |
department |
Arbitration EMEA |
The department in your company that has an interest in this matter |
|
Matter Spend / All Matters |
entity |
Client EMEA Ltd |
The entity in your company assigned to your matter |
|
Matter Spend / All Matters |
lead_outside_counsel_name |
Jane Smith |
The full name of vendor user assigned as the lead outside counsel. |
|
Matter Spend / All Matters |
ap_routes |
EMEA -- USA -- APAC |
The accounts payable routes of invoices in this matter. |
|
Matter Spend / All Matters |
vendors |
G&D, P&W |
The vendors currently assigned to this matter. |
|
Matter Spend / All Matters |
matter_status |
Open |
Whether this matter is open or closed. |
|
Matter Spend / All Matters |
matter_start_date |
2020-01-01 |
The start date of this matter (not necessarily the date it was created in Brightflag). |
|
Matter Spend / All Matters |
close_date |
2020-12-01 |
The date at which the matter was closed if it is currently closed. |
|
Matter Spend / All Matters |
number_of_days_since_matter_opening |
390 |
Days elapsed since the matter was created. |
|
Matter Spend / All Matters |
first_invoice_date |
2020-01-01 |
The invoice date of the first invoice submitted this matter. |
|
Matter Spend / All Matters |
last_invoice_date |
2020-11-01 |
The invoice date of the most recent invoice submitted this matter. |
|
Matter Spend / All Matters |
matter_change_timestamp |
2020-12-01 |
The date and time when one or more of the following fields was updated:
|
|
Matter Spend / All Matters |
budget_in_customer_currency |
500000 |
The total matter budget in your company's default currency. |
|
Matter Spend / All Matters |
budget |
500000 |
The total matter budget. |
|
Matter Spend / All Matters |
total_spend |
400000 |
The sum of invoice spend for all time for this matter. Includes all status invoices except "Rejected" |
|
Matter Spend / All Matters |
net_fees_total_exposure |
0 |
The sum of invoice exposure amounts for net fees in this matter. |
|
Matter Spend / All Matters |
total_spend_in_period |
300000 |
The sum of invoice spend for all time for this matter within the date range you have set. Includes all status invoices except "Rejected" |
|
Matter Spend / All Matters |
average_blended_rate |
500 |
The average blended rate of timekeepers on invoices in this matter. |
|
Matter Spend / All Matters |
average_blended_rate_in_period |
480 |
The average blended rate of timekeepers on invoices in this matter within the date range you have set. |
|
Matter Spend / All Matters |
no_of_invoice |
5 |
The number of invoices in this matter. |
|
Matter Spend / All Matters |
no_of_invoice_in_period |
4 |
The number of invoices in this matter within the date range you have set. |
|
Matter Spend / All Matters |
duration_in_days |
0 |
Difference between the maximum Billing period end date and minimum Billing period start date , for a single matter |
|
Matter Spend / All Matters |
no_of_timekeepers |
8 |
The number of timekeepers who have billed work on invoices in this matter. |
|
Matter Spend / All Matters |
no_of_timekeepers_in_period |
7 |
The number of timekeepers who have billed work on invoices in this matter within the date range you have set. |
|
Matter Spend / All Matters |
gross_total |
500000 |
The sum of the invoice gross totals on this matter. |
|
Matter Spend / All Matters |
gross_total_exposure |
0 |
The exposure amount for gross total (amount to be paid) on this invoice. |
|
Matter Spend / All Matters |
country |
Ireland |
The country in which the legal work of the matter relates to. |
|
Matter Spend / All Matters |
total_expenses_all_time |
10000 |
The sum of the invoice expenses/disbursements on this matter. |
|
Matter Spend / All Matters |
total_expenses |
10000 |
The sum of the invoice expenses/disbursements on this matter within the date range you have set. |
|
Matter Spend / All Matters |
total_expenses_exposure |
0 |
The sum of invoice exposure amounts for net fees in this matter. |
|
Matter Spend / All Matters |
stateprovince |
Dublin |
The state or province in which the legal work of the matter relates to. |
|
Matter Spend / All Matters |
total_tax |
9000 |
The sum of the invoice taxes on this matter. |
|
Matter Spend / All Matters |
total_tax_exposure |
0 |
The sum of invoice exposure amounts for net fees in this matter. |
|
Matter Spend / All Matters |
total_discount |
11000 |
The sum of the invoice discounts on this matter. |
|
Report Type |
Former field name |
Sample Value |
Definition |
|
Timekeepers |
timekeeper |
Jane Smith |
The full name of the timekeeper. |
|
Timekeepers |
vendor |
G&D |
The vendor that submitted this invoice. |
|
Timekeepers |
department |
Commercial Banking |
The department in your company that has interest in this matter |
|
Timekeepers |
role |
Partner |
The role of this timekeeper as per the invoice. |
|
Timekeepers |
hours_worked |
17.5 |
The number of hours worked by this timekeeper at this rate. |
|
Timekeepers |
rate |
680 |
The rate charged by this timekeeper. |
|
Timekeepers |
total_spend |
400000 |
The sum of invoice spend for all time for this matter. Includes all status invoices except "Rejected" |
|
Timekeepers |
brightflag_matter_id |
59621 |
A unique identifier for a matter automatically set by Brightflag. Can't be changed. |
|
Timekeepers |
customer_matterid |
BF_M#2430 |
A unique identifier for a matter set by the end-user. |
|
Timekeepers |
matter_open_date |
2019-01-01 |
The date at which this matter was opened in Brightflag. |
|
Timekeepers |
matter_close_date |
2020-01-01 |
The date at which the matter was closed if it is currently closed. |
|
Timekeepers |
no_of_timekeepers |
8 |
The number of timekeepers who have billed work on invoices in this matter. |
|
Timekeepers |
vendor_ref |
123456Ref |
A unique identifier for a vendor set by the end-user. |
|
Timekeepers |
preferred_counsel |
Not Preferred Counsel |
An identifier for if your vendor is preferred or not |
|
Timekeepers |
country |
Republic of Ireland |
The country in which the legal work of the matter relates to. |
|
Timekeepers |
stateprovince |
New York |
The state or province in which the legal work of the matter relates to. |
|
Timekeepers |
matter_category |
Banking |
The type of legal work associated with the matter. |
|
Report Type |
Former field name |
Sample Value |
Definition |
|
Accruals |
accrual_id |
Project Blue Hat |
The name of the matter. |
|
Accruals |
matter_name |
Project Blue Hat |
The name of the matter. |
|
Accruals |
pending_spend_all_time |
10000 |
Pending spend for the matter for all time. |
|
Accruals |
preferred_counsel |
Not Preferred Counsel |
An identifier for if your vendor is preferred or not |
|
Accruals |
brightflag_matter_id |
47465 |
A unique identifier for a matter automatically set by Brightflag. Can't be changed. |
|
Accruals |
pendingspendforalltime__unbilledtotal |
15000 |
Sum of all pending spend plus the unbilled total. |
|
Accruals |
matter_ref |
BF_REF_408 |
A unique identifier for this matter as entered by the end user. |
|
Accruals |
Vendor |
G&D |
A custom name for a vendor. |
|
Accruals |
vendor_office |
The office of the vendor that confirmed these accruals last. |
|
|
Accruals |
customer_matter_id |
BF_M#47465 |
A unique identifier for a matter set by the end-user. |
|
Accruals |
accrual_period_ending_balance |
17000 |
unbilled_total + invoice_amt_unsent_to_ap_accrual_period_fy |
|
Accruals |
unbilled_total |
5000 |
Sum of prior_periods_estimate and current_period_estimate. |
|
Accruals |
prior_periods_estimate |
2000 |
The unbilled work for all months prior to the current accrual period. |
|
Accruals |
prior_periods_unbilled_source |
jane.smith@firm.com |
The vendor user that submitted the prior periods estimate value. If populated, an accrual amount that was entered by the firm |
|
Accruals |
current_period_estimate_oct_1_2020_oct_31_2020 |
3000 |
The unbilled work for all months prior to the current accrual period or the accrual period listed in this field's name. |
|
Accruals |
current_period_estimate_source |
jane.smith@firm.com |
The vendor user that submitted the current period estimate value. If populated, an accrual amount that was entered by the firm |
|
Accruals |
invoices_on_hold |
0 |
Sum of all on-hold invoices. |
|
Accruals |
invoice_amt_unsent_to_ap_accrual_period_fy |
12000 |
Sum of the pending and approved invoices in the current calendar year. |
|
Accruals |
invoice_amt_unsent_to_ap_prior_fys |
3000 |
Sum of the pending and approved invoices in the prior calendar year. |
|
Accruals |
invoice_amounts_sent_to_ap_after_accrual |
1000 |
Sum of the invoices batched since the current accrual month ended. |
|
Accruals |
remaining_accrual_balance_current_fy |
0 |
accrual_period_ending_balance - invoice_amt_unsent_to_ap_accrual_period_fy |
|
Accruals |
last_invoice_end_date |
2020-01-01 |
The invoice date of the most recent invoice. |
|
Accruals |
last_invoice_posted_date |
2020-01-15 |
The submission date of the most recent invoice. |
|
Accruals |
last_invoice_number |
The invoice number of the most recent invoice. |
|
|
Accruals |
internal_matter_lead_name |
John Smith |
The full name of the person in your company assigned as the internal matter lead. |
|
Accruals |
internal_matter_lead_email |
john.smith@client.com |
The email address of a single internal person who is in charge of the matter |
|
Accruals |
lead_outside_counsel |
jane.smith@firm.com |
The email address of the vendor user assigned as the lead outside counsel. |
|
Accruals |
lead_outside_counsel_name |
Jane Smith |
The full name of the vendor user assigned as the lead outside counsel. |
|
Accruals |
vendor_id |
GD01 |
The reference number for this vendor. |
|
Accruals |
stateprovince |
New York |
The state or province in which the legal work of the matter relates to. |
|
Accruals |
entity |
Client USA Ltd |
The entity in your company assigned to your matter |
|
Accruals |
department |
Litigation USA |
The department in your company that is assigned to your matter |
|
Accruals |
matter_template |
Litigation |
The matter template chosen. |
|
Accruals |
matter_category |
Litigation |
The type of legal work associated with the matter. |
|
Accruals |
matter_group |
Strategy |
The matter group assigned to this matter. |
|
Accruals |
law_firm_accrual_comment |
More accrued than first expected |
The accruals comment the vendor entered at the point of submission. |
|
Accruals |
currency |
Dollar |
The currency of this matter (not the currency the accruals were entered in). |
|
Accruals |
pending_spend_from_current_period |
5000 |
Sum of all pending invoices in the current accrual month. |
|
Accruals |
rejected_spend_from_current_period |
3000 |
Sum of all rejected invoices in the current accrual month. |
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