Profile Settings & Access Rights
Invoices
- Finding an Invoice - Your Review Queue (Brightflag Customers)
- Reviewing an Invoice
- Invoice Flags Explained
- Adjusting an Invoice (Brightflag Customers)
- Commenting on an Invoice (Brightflag Customers)
- Approving or Rejecting an Invoice
Matters
- Finding a Matter (Brightflag Customers)
- Adding Vendors, Vendor Offices & Vendor Users to a Matter
- Reviewing a Matter Request
- Creating a Matter (Brightflag Customers)
- Bulk Creating Matters (Brightflag Customers)
- Bulk Updating Matters (Brightflag Customers)
Budgets
- Overview of Budgeting (Brightflag Customers)
- Setting & Viewing Financial Budgets
- Interpreting the Results of your Financial Budgets
- Reviewing Budget Requests in bulk
- Reviewing Budget Requests manually
- Adding a Budget to Matter - Budget by Total
Accruals
Reporting
- Sending a Report to an SFTP Server through the Report Scheduler
- Overview of the Report Builder Report Types
- Spend Overview Dashboard Explained
- Building a Report
- Making a Report Public
- Sharing a Report
Overview Guides
Invoice Settings
Matter Settings
Timekeeper Rates
Accounts Payable
- Overview of Accounts Payable Configuration Options
- Configuring AP Routes
- Configuring Vendor Paysites
- Configuring Tax Codes & Rates
- AP Email Integration Explained
- Accounts Payable Invoice Summary PDFs explained
Internal User Management
- Changing a User's Role (Brightflag Customers)
- Creating New Users (Brightflag Customers)
- Adding a User to a Department
- Overview of Configuring Single Sign-on (SSO) (Brightflag Customers)
- Configuring Single Sign-on (SSO) & User Provisions (SCIM) with Okta (Brightflag Customers)
- Configuring Single Sign-on (SSO) with MS Azure (Brightflag Customers)