How to Submit Accruals Manually

Submitting accruals is a key step to ensure that billing records are accurate and up to date. This guide walks you through the process, from navigating the accruals menu to submitting your totals.

Requirements

To submit accruals, you must be either a Matter Participant or a Vendor Office Admin/Vendor Admin user.

Step-by-Step Guide to Submitting Accruals

1. Navigate to the Accruals Section
   Go to Menu > Accruals.

2. Understand Accrual Categories
   Accruals are categorized into two main sections:

   • Prior Accrual Periods Unbilled: Amounts accrued in previous periods but not yet billed.
   • Current Accrual Period Unbilled: Amounts accrued in the current period but not yet billed.

3. Enter Accrual Amounts
   In the Add Amount fields, input your accrual totals. This amount should:

   • Include taxes.

   • Account for any expected discounts.

   Note: If there is no amount for a matter in a specific period, enter 0.

4. Add Comments (Optional)
   You can add a Comment next to each matter if you need to provide further clarification for your client.

5. Verify Entered Data
   The fields you've filled in will turn green to confirm they've been input correctly.
   

6. Submit Your Accruals
   Click Submit Accruals at the top right to save your submission.
   

7. Confirm Submission
   A confirmation screen will appear. Click Submit to finalize the accruals.
   

8. Adjusting Accruals Before the Deadline
   You can adjust your accrual amounts up until the deadline by repeating this process.

Tips for Submitting Accruals

• Taxes and Discounts: Always double-check that your totals include taxes and account for any discounts you expect.
• Deadlines: You can modify accruals before the deadline, but once the submission period closes, changes will no longer be accepted.

💡 Tip: If you need help locating the accruals section or adjusting a submission, refer to the Where to Submit Accruals in Brightflag article for more details.

Video guide to submit accruals

Troubleshooting Common Issues

Accruals Not Submitting

• Ensure all required fields have been filled. Fields that require input will be highlighted in red if they are missing information.
• Check your internet connection and try refreshing the page if the Submit Accruals button is unresponsive.

Incorrect Amount Entered

• If you mistakenly submit the wrong amount, repeat the process to adjust the accruals as long as the submission period is still open.

⚠️ Warning: Once the submission deadline passes, you won’t be able to make changes to the accruals for that period.