If a colleague can’t see an invoice you’ve submitted or have access to, you can share the invoice directly with them from Brightflag.
🔄 How to Share an Invoice
Follow the steps below to share an invoice with another user at your firm.
1️⃣ Go to the Invoices Page
Navigate to Menu > Invoices > View Invoices.
2️⃣ Locate the Invoice
Use the Search field to find the invoice.
You can search by:
Invoice Number
Matter Name
Client Matter ID
3️⃣ Share the Invoice
Click the Actions button next to the invoice.
From the dropdown menu, select Share Invoice.
Begin typing the colleague’s email address and select it from the list.
Click Share to confirm.