How to Submit a Budget Request in Bulk

Q: How do I start uploading a budget?

1. Navigate to Menu > Matter Budget Requests.
2. Click on Upload Budgets in the top right corner.
3. Select your Budget Type: Choose between Monthly or Quarterly.
4. Click Download Excel Template. This will download a template containing a list of all the matters you can access.

Q: How do I fill out the Excel template?

Do's:

• Edit the following fields as needed:
  • Year: If you need to submit a budget that spans multiple years, submit the budget for the first year then download a new budget template for the next year. 
  • Quarterly/Monthly Fees: Enter values only for the current or future quarters. You cannot submit budgets for past quarters.
  • Quarterly/Monthly Fees Expenses: Fill in as necessary.
  • Quarterly/Monthly Fees Comments: This field is optional. Use it to explain any changes in the budget from your previous request.

Don’ts:

• Do not change:
  • Column names
  • Matter Ref
  • Matter Name
  • Client Matter ID
  • Currency
  • Submitted By

Q: How do I upload the filled-out template?

1. Go back to Brightflag and click Upload Budgets.
2. Select Choose File and upload your saved template.
3. Click Upload at the bottom right corner.

Q: What if there’s an error with my upload?

• If an error is shown: It will specify the issue.
• If no specific error is shown: The problem might be with the file format or field names. In this case, download a new template and try again.