Configuring the Date Type for Budgeting Configuring the Date Type for Budgeting

Configuring the Date Type for Budgeting

Brightflag allows administrators to define which invoice date field is used when calculating spend against budgets.

This setting affects how spend appears in budget charts and reporting.


Available Date Types

Date TypeDescriptionDefault
Invoice DateThe date the invoice was issued.✅ Default
Billing Period End DateThe end date of the billing period covered by the invoice.Optional

By default, Brightflag uses the Invoice Date.

If you prefer to use Billing Period End Date, contact your Customer Success Manager to update the configuration.


Managing Invoices That Span Multiple Months

Some organizations prefer to prevent invoices that cover multiple billing periods.

Brightflag can flag or reject these invoices using the Work Billed Across Multiple Months rule.

This rule can:

  • Flag the invoice for review

  • Automatically reject the invoice

This helps ensure billing aligns with budgeting periods.