I Can't Find an Invoice

Ciara Clooney
Ciara Clooney
  • Updated

If you're having trouble locating your invoice, it could be due to one of the following reasons:

You might not have the necessary access level.

  • Standard users can only view invoices they have personally uploaded. 
  • Office Admin users have visibility over Invoices attached to their office
  • Vendor Admin user have visibility over all Invoices for their law firm across all offices & users.

If you are a standard user and need to view invoices uploaded by a colleague from the same Brightflag office as you, ask them to share the invoice with you.

They can share an invoice with you by following these steps: 

1. Navigate to Menu > Invoices > View Invoices.

2. Find the invoice using the Search field that you would like to share.

3. Click the Actions button to the right of the invoice.

4. In the Actions dropdown, select Share invoice.

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5. Begin typing the user's email address and then select their email address from the list. 

6. Confirm by clicking Share Invoice.

 

An invoice may have been uploaded by you or a colleague but not submitted yet.

1. Navigate to Menu > Invoices > Upload PDF or LEDES.

2. Click on View Uploaded LEDES/PDF invoices to confirm.

3. You'll be redirected to the confirmation page, where any uploaded invoices will be listed. Click on Submit Selected Invoices at the bottom-right side of the page.

Please note: An invoice that has been uploaded but not submitted can only be submitted by the user who originally uploaded it. If you didn’t start the submission process, you’ll need to ask the colleague who did, as the invoice will only be visible on their account.

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