Where to Submit Accruals in Brightflag

Submitting accruals in Brightflag is simple and can be done manually or in bulk. Follow the steps below to ensure your accruals are submitted correctly.

Step 1: Navigate to the Accruals Page

1. Go to the Menu and select Accruals.
   
2. You will see a list of your active matters on this page.

Troubleshooting Missing Matters

• Are some matters missing?
  • Ensure you're viewing the correct firm office.
  • Confirm that you have access to the missing matters.

Step 2: Submitting Accruals

You have two options to submit accruals: manually or in bulk.

Manual Submission

For submitting accruals individually:

1. Select a Matter from the list.
2. Enter the accrual amount in the appropriate fields.
3. Submit to finalize.

📝 Tip: This method is ideal for submitting accruals for a small number of matters.

Bulk Submission

For efficiency, use the bulk submission feature if you have multiple open matters.

1. Click on "Bulk Submission" at the top of the Accruals page.
2. Upload your data in the provided template format.
3. Submit the bulk entry for all listed matters.

⚠️ Warning: Ensure your uploaded data follows the required format to avoid submission errors.

Can't See the Accruals Option?

If you don’t see the Accruals option in your menu, it could be due to your user role in Brightflag. Here’s how access works for different user roles:

Vendor Admins

• Access Level: Full access to submit accruals for all matters across the organization.

Office Admins

• Access Level: Can submit accruals only for matters assigned to their office.

📝 Tip: Double-check that you are viewing the correct office if you don't see some matters listed.

Standard Users

• Access Level: Limited to submitting accruals for matters to which they are directly assigned.

If you believe you should have access to more matters or the accruals option is still missing, contact your organization’s administrator to review your user permissions.

Additional Resources

• Submitting Accruals Manually
• Submitting Accruals in Bulk
• I Can't Add My Accruals

By following these steps, you should be able to successfully submit your accruals. If you encounter any issues, please consult the related articles or contact support.

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