What is the Brightflag Dashboard?
The Brightflag Homepage Dashboard is the first screen you see when logging into Brightflag. It provides a centralized view of your open matters and invoices awaiting your review, making it easier to track and manage your workload.
This dashboard is available to all client users and helps streamline invoice review and matter management.
Key Features & Benefits
📌 Invoices Awaiting Review
- Displays invoices assigned to you for approval.
- Export the invoice list to Excel for easy reference.
📌 Open Matters
- Lists matters where you are the Internal Matter Lead or assigned participant.
- Click any matter from the dashboard to view details.
- Export the matter list to Excel for tracking and reporting.
📌 Seamless Navigation
- Quickly move between invoices and matters.
- Click on any item to access its full details in Brightflag.
📌 What Happens if You Have No Invoices or Matters?
If there are no pending invoices or open matters assigned to you, an empty state message will appear.
🔄 Exporting Data from the Dashboard
The Export feature allows you to download key invoice and matter details directly from the dashboard.
Invoices to Review – Export Includes:
- Invoice Number
- Vendor
- Matter Name
- Matter Reference
- Submission Date
- Flags
- Amount
Matters – Export Includes:
- Matter Name
- Matter Reference
- Latest Note
- Vendor
- Matter Currency
- Spend
- Budget
For any questions about using the dashboard, reach out to Brightflag Support or your Customer Success Manager. 🚀
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