Overview: Accruals in Brightflag represent estimated amounts your firm expects to bill a client for work performed within a specific period. Accurate accrual submissions are essential for your client's financial planning. This guide outlines the steps to modify accruals after submission, provided the submission window is still open.
Step-by-Step Guide to Modifying Accruals:
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Log in to Your Brightflag Account:
- Use your credentials to access the Brightflag vendor portal.
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Navigate to the Accruals Section:
- Click on Menu and select Accruals.
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Check the Submission Window:
- The accrual submission deadline is displayed at the top of the Accruals page.
- If the deadline has not passed, you can proceed to modify your accruals.
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Modify Accrual Entries:
- Locate the matter for which you want to adjust the accrual amount.
- Update the accrual amount in the appropriate field.
- Repeat this process for any other matters as needed.
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Submit the Updated Accruals:
- After making the necessary changes, click on Submit at the top of the screen to save your updates.
Important Considerations:
- Submission Deadline: Once the submission deadline has passed, you cannot edit accruals for that period within Brightflag. If you need to make changes after the deadline, contact your client directly, as Brightflag support cannot reopen the submission window or upload accruals on your behalf.
- Permissions Required: Ensure you have the necessary permissions to submit or edit accruals. If you encounter access issues, consult your firm's Brightflag administrator.
Tips for Effective Management:
Tip: Regularly review your accrual entries before the submission deadline to ensure accuracy and completeness. Note: Keeping accurate accrual records helps maintain transparency and trust with your clients.
Troubleshooting Common Issues:
- Unable to Edit Accruals After Deadline: If the submission window has closed, reach out to your client to discuss possible solutions. Brightflag Support cannot edit accruals after the submission deadline.
- Accruals Not Visible: Ensure you have the appropriate access rights and are viewing the correct office within Brightflag.
By following these steps, you can effectively manage and modify your accrual submissions within Brightflag, ensuring accurate financial reporting and client satisfaction.
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