How to Assign a Purchase Order to a PDF Invoice

Brightflag allows you to assign Purchase Orders (POs) to PDF invoices during submission. While Brightflag supports PDF submissions, using LEDES files is recommended for better accuracy, fewer errors, and faster processing.

Steps to Assign a Purchase Order

1. Upload Your PDF Invoice

   • Follow the standard process to upload your invoice to Brightflag.

2. Select the Matter

   • After choosing the matter for the invoice, check for a Purchase Order dropdown.

3. Choose the Relevant PO

   • If there are active POs assigned to your vendor, you will see them in the dropdown.
   • Select the appropriate PO for the matter.

📝 Note: If no PO is available for the matter, contact your client. They must update the PO to make it accessible for your vendor.

4. Confirm Submission
   • Complete the invoice submission process as usual.

When POs Are Not Required

Depending on your client’s setup, selecting a PO may not always be mandatory. Review your client’s billing guidelines or contact them for clarification.

How to Find the PO Associated with a Matter

Steps to Locate a Matter’s PO:

1. Locate the matter and click on the Matter Ref to access the Matter Overview page.
2. Navigate to the Purchase Orders tab.
   • This tab displays all POs added by your client for the selected matter.

If the Necessary PO Isn’t Available:

• Contact your client and request them to add the required PO to the matter.