I Can't Find an Invoice

You/ your colleague submitted an invoice in Brightflag, but when you search for it, you cannot locate it in the system.

This may be due to:

1️⃣ Access Level Restrictions – You may not have permission to view the invoice.
2️⃣ Invoice Uploaded but Not Submitted – The invoice might be stuck in the system, requiring submission.

1. Access Level Restrictions

Not all vendor users have permission to view or manage all invoices in Brightflag.

Steps to Locate the Invoice:

1️⃣ Search for the invoice using the available filters in Brightflag.
2️⃣ If you still cannot find it, verify your access level in Brightflag.
3️⃣ If you do not have Vendor Admin status, you may not have permission to upload or view certain invoices.

What to Do Next:

✔ Check with your client or your Vendor Admin user to confirm if they can view the invoice.
✔ Invoices uploaded directly by your client will not be visible to vendors. If your client submitted the invoice themselves, you will not be able to see it in Brightflag.

Sharing Invoices with Colleagues: 

1. Navigate to Menu > Invoices > View Invoices.
2. Locate the invoice using the Search field.
3. Click the Actions button next to the invoice.
4. In the dropdown, select Share Invoice.
5. Begin typing the user’s email address and select it from the list.
6. Confirm by clicking Share Invoice.

2. Invoice Uploaded but Not Submitted

If you started submitting an invoice but did not complete the submission, it may be stuck in the system and causing an error.

How to Complete the Submission - 

📌 For PDF Invoices:
1️⃣ Go to Menu > Invoices > Upload Invoices.
2️⃣ Click "Submit Invoices in PDF Instead".
3️⃣ Click "View Uploaded PDF Invoices to Confirm" to check for the pending invoice.
4️⃣ If the invoice appears here, complete the submission process.

📌 For LEDES Invoices:
1️⃣ Go to Menu > Invoices > Upload Invoices.
2️⃣ Click "View Uploaded LEDES Invoices to Confirm" to check for the pending invoice.
3️⃣ If the invoice appears here, complete the submission process.

📌 Important Notes
The invoice will only appear in this tab for the vendor user who originally started the submission.
If you do not know who started the submission, contact Brightflag Support for further assistance.