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Brightflag
Admin Role
Admin-Only Actions & Permissions
Admin-Only Actions & Permissions
How to Change the Status of an Invoice (Admin Users Only)
If an invoice has been approved or rejected in error, your company’s Adm...
February 06, 2025 14:59
Overview of Admin Settings
As an Admin user, you can access all features within your company's inst...
February 04, 2025 17:48
Configuring Auto-invoice Processing
Automating the approval or rejection of invoices will save you time and ...
February 04, 2025 17:48
How to Review/Resend/Resolve Invoices Failed to be Received by AP via the AP API Log
The AP API Log is used to review failed invoice transfers between the Br...
February 04, 2025 17:48
Accruals Settings
Accruals cut-off (vendor submission deadline). Set a cut-off date for yo...
February 04, 2025 17:48
Adding Departments
Departments are used in Brightflag to control access to matters and to ...
February 04, 2025 17:48
Adding and Updating Legal Entities in Brightflag (Admin Users Only)
📌 How to Add a New Legal Entity Step Action 1️⃣ Navigate to Legal...
February 06, 2025 20:04
How to Disable a Legal Entity (Admin Users Only)
If you need to disable an existing Legal Entity, follow the steps below ...
February 06, 2025 19:57
Configuring AP Routes
AP Routes determine the actions taken after an invoice is approved or re...
February 04, 2025 17:48
Configuring Allocations - Accounting Codes
Allocations allow you to split a matter’s charges across multiple entiti...
February 05, 2025 16:07
Creating a Matter Template
Brightflag allows for a Matter Template to be applied against any Matter...
February 04, 2025 17:48
Matter Groups
Matter groups allow users to link together related matters into distinct...
February 04, 2025 17:48
Creating a Matter Group
For a broader overview on matter groups please refer to This Article Mat...
February 04, 2025 17:48
Configuring Custom Names for Matter Categories
Every matter on Brightflag must have a Matter Category assigned. Brightf...
February 04, 2025 17:48
How to View and Export User Details in Brightflag
Brightflag allows Admin users to export a report that includes all inter...
February 06, 2025 19:48