How to Submit a Budget in Brightflag

Brightflag allows users to submit budgets either manually or in bulk. Follow the instructions below to ensure a smooth submission process.

Submit a Budget Manually

Manually enter budget details for a single matter directly in Brightflag. This is ideal when you need to submit budgets for only one or a few matters.

Instructions:

1. Navigate to the Budget Submission Page:

   • Log into your Brightflag account.
   • Go to the Budgets section from the dashboard.

2. Select the Matter:

   • Use the search bar or scroll to locate the relevant matter.

3. Enter Budget Details:

   • Fill in the required budget fields, such as amount, date range, and currency.

4. Submit for Approval:

   • Once all details are entered, click the Submit button to send the budget for approval.

Note: Be sure to double-check the accuracy of all entered data before submission. Submissions cannot be edited once submitted.

For detailed step-by-step guidance on how to submit budgets manually, click here to view the full instructions.

Submit a Budget in Bulk

Brightflag offers a bulk submission process using a downloadable spreadsheet template to submit multiple budgets at once. This method is useful for larger data sets or managing multiple matters.

Instructions:

1. Download the Spreadsheet Template:

   • Go to the Bulk Submission section of your Brightflag dashboard.
   • Click here for steps to download the template.

2. Fill Out the Template:

   • Open the spreadsheet and input budget details for each matter.
   • Ensure you complete all mandatory fields, including matter IDs, budget amounts, and dates.

3. Upload the Spreadsheet:

   • Once filled out, return to the Bulk Submission section.
   • Upload the completed template and click Submit.

4. Review and Confirm:

   • Brightflag will validate your data.
   • Correct any errors flagged during validation, then submit the file for final approval.

Tip: Use the bulk submission method when managing budgets for multiple matters to save time and streamline your workflow.

For a detailed walkthrough of the bulk submission process, click here for step-by-step guidance.

Troubleshooting Common Issues

Problem: I can't find the budget submission page.
Solution: Check that you are logged into your Brightflag account with the appropriate user permissions. If the issue persists, try clearing your browser cache or contact customer support via the help icon at the bottom right corner of Brightflag.

Problem: The bulk submission template isn't downloading.
Solution: Ensure you have a stable internet connection and that your browser’s pop-up blocker is disabled. If the issue continues, contact customer support via the help icon at the bottom right corner of Brightflag.

Warning: Be cautious when entering budget details manually. Incorrect data can lead to delays in approval or processing.