Internal Team Users

Profile Settings & Access Rights

• What can I see on Brightflag? (Brightflag Customers)

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

See all 11 articles

Matters

• Adding Vendors, Vendor Offices & Vendor Users to a Matter
• Finding a Matter (Brightflag Customers)
• Reviewing a Matter Request
• Creating a Matter (Brightflag Customers)
• Bulk Creating Matters (Brightflag Customers)
• Bulk Updating Matters (Brightflag Customers)

See all 15 articles

Budgets

• Interpreting the Results of your Financial Budgets
• Setting & Viewing Financial Budgets
• Reviewing Budget Requests in bulk
• Reviewing Budget Requests manually
• Adding a Budget to Matter - Budget by Total
• Adding a Budget to Matter - Budget by Month

See all 8 articles

Accruals

• Setting an Accruals Submission Deadline
• Accruals Submission Reminder Emails for your Vendors
• Reviewing Accruals

Reporting

• Spend Overview Dashboard Explained
• Building a Report
• Making a Report Public
• Sharing a Report
• Scheduling a Report
• Changing a Scheduled Report

Overview Guides

• Overview of Admin Settings

Invoice Settings

• Configuring Auto-invoice Processing
• Configuring Awaiting Details Rules
• Configuring Invoice Approval Workflows

Matter Settings

• Configuring Custom Names for Matter Categories
• Configuring Allocations (Accounting Codes)
• Adding Custom Matter Fields
• Controlling the Accessibility to Matter Fields
• Creating a Matter Template

Timekeeper Rates

• Viewing Existing Timekeeper Rates (Brightflag Customers)
• Reviewing New Timekeeper Rate Requests

Accounts Payable

• Configuring your AP Batch Export Spreadsheet
• Configuring Vendor Paysites
• Configuring Tax Codes & Rates
• Overview of Accounts Payable Configuration Options
• Configuring AP Routes

Internal User Management

• 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)
• Configuring Single Sign-on (SSO) with Active Directory Federation Services (ADFS) (Brightflag Customers)

Vendor Management

• Adding Preferred Counsel Identifiers to your Vendors & Reporting on them
• Upgrading a Vendor User to Administrator (as a client)
• Configuring Volume Trade Discounts
• Adding a Vendor
• Adding Vendor Users (Brightflag Customers)

Out-of-Box Reporting

• Spend by Month Report Explained

Entity & Department Settings

• Adding Departments
• Adding Legal Entities