Profile Settings & Access Rights
Invoices
- Finding an Invoice - Your Review Queue: for Brightflag Customers (Clients)
- Reviewing an Invoice: for Brightflag Customers (Clients)
- Invoice Flags Explained: for Brightflag Customers (Clients)
- Adjusting an Invoice: for Brightflag Customers (Clients)
- Commenting on an Invoice: for Brightflag Customers (Clients)
- Approving or Rejecting an Invoice: for Brightflag Customers (Clients)
Matters
- Activity Log for Matters: for Brightflag Customers (Clients)
- Multi-Line Purchase Orders (PO)
- Finding a Matter: for Brightflag Customers (Clients)
- Adding Vendors, Vendor Offices & Vendor Users to a Matter: for Brightflag Customers (Clients)
- Reviewing a Matter Request: for Brightflag Customers (Clients)
- Creating a Matter: for Brightflag Customers (Clients)
Budgets
- Overview of Budgeting: for Brightflag Customers (Clients)
- Setting & Viewing Financial Budgets: for Brightflag Customers (Clients)
- Interpreting the Results of your Financial Budgets: for Brightflag Customers (Clients)
- Bulk Reviewing Budget Requests: for Brightflag Customers (Clients)
- Manually Reviewing Budget Requests: for Brightflag Customers (Clients)
- Adding a Budget to Matter by Total: for Brightflag Customers (Clients)
Accruals
Reporting
- Direct Cost Savings Report: for Brightflag Customers (Clients)
- Reporting API (Beta Version): for Brightflag Customers (Clients)
- Sending a Report to an SFTP Server via the Report Scheduler: for Brightflag Customers (Clients)
- Overview of the Report Builder Report Types: for Brightflag Customers (Clients)
- Spend Overview Dashboard Explained: for Brightflag Customers (Clients)
- Building a Report: for Brightflag Customers (Clients)
Overview Guides
Invoice Settings
Matter Settings
- Configuring Custom Names for Matter Categories: for Brightflag Customers (Clients)
- Configuring Allocations - Accounting Codes: for Brightflag Customers (Clients)
- Adding Custom Matter Fields: for Brightflag Customers (Clients)
- Controlling Accessibility to Matter Fields: for Brightflag Customers (Clients)
- Creating a Matter Template: for Brightflag Customers (Clients)
Timekeeper Rates
Accounts Payable
- Overview of Accounts Payable Configuration Options: for Brightflag Customers (Clients)
- Configuring AP Routes: for Brightflag Customers (Clients)
- Configuring Vendor Paysites: for Brightflag Customers (Clients)
- Configuring Tax Codes & Rates: for Brightflag Customers (Clients)
- AP Email Integration Explained: for Brightflag Customers (Clients)
- Accounts Payable Invoice Summary PDFs explained: for Brightflag Customers (Clients)
Internal User Management
- Changing a User's Role: for Brightflag Customers (Clients)
- Creating New Users: for Brightflag Customers (Clients)
- Adding a User to a Department: for Brightflag Customers (Clients)
- Overview of Configuring Single Sign-on (SSO): for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) & User Provisions (SCIM) with Okta: for Brightflag Customers (Clients)
- Configuring Single Sign-on (SSO) with MS Azure: for Brightflag Customers (Clients)
Vendor Management
- Adding Preferred Counsel Identifiers to your Vendors & Reporting on them: for Brightflag Customers (Clients)
- Upgrading a Vendor User's Access Level: for Brightflag Customers (Clients)
- Configuring Volume Trade Discounts: for Brightflag Customers (Clients)
- Adding a Vendor: for Brightflag Customers (Clients)
- Adding Vendor Users: for Brightflag Customers (Clients)