📌 Choosing a Date Type
You can select from the following date types for budgeting:
| Date Type | Definition | Default Setting |
|---|---|---|
| Invoice Date | The date the invoice was issued. | ✅ Default |
| Billing Period | The period within which the legal work was performed. | ❌ Optional (requires configuration) |
📢 By default, Brightflag uses the Invoice Date. If you prefer budgets to be based on the billing period, contact your Brightflag Customer Success Manager to update this setting.
📊 How Spend Values Are Allocated in Budget Charts
- All spend values in the matter budget charts will be based on the chosen date type.
- The spend values for the billing period will be based on the billing period end date.
- Most invoices have a billing period of one month (e.g. Jan 01-Jan31), however, if the billing period of an invoice crosses multiple months (e.g. Jan 01-Feb28) then the spend will be placed into February.
⚠️ Managing Invoices That Span Multiple Months
If your organization wants to prevent invoices from spanning multiple months, you can configure Brightflag to flag or auto-reject these invoices.
📌 Recommended Action: Use the "Work Billed Across Multiple Months" flag to highlight or automatically reject invoices where the billing period spans multiple months.
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