How to Submit a LEDES Invoice in Brightflag

Before You Start

• Your file must be in LEDES 1998B or LEDES 98BI V2 format.

• Some clients accept only LEDES 98BI V2 due to tax or purchase order requirements.

• The file must be saved as a .txt file.

If you are unsure which format your client requires, confirm with your client before uploading.

Step 1: Upload the LEDES File

1. Go to:
   Menu → Invoices → Upload Invoices

2. Click Choose File and select your LEDES (.txt) file.

3. Click Upload Invoice.

Step 2: Confirm or Set Matter Details

You will be brought to a confirmation page - 

Make sure the following fields on the confirmation page are completed: 

• Set Matter

• Set Client Contact 

• Set Currency

Step 3: Review and Fix Errors (If Any)

If the system detects issues:

• A red icon will appear under Errors/Warnings

• Click the red icon to view error details

• Click Fix to edit and correct the issue

The invoice cannot be submitted until all critical errors are resolved.

Step 4: Add Attachments (If Required)

📄 Invoice PDF

If your client requires a PDF copy:

• Click Add Invoice PDF

• Upload the PDF version of your invoice

📎 Supporting Documents

To upload additional documents (e.g., receipts):

• Click Add Attachment

Step 5: Select a Budget Phase (If Applicable)

If prompted to select a Budget Phase:

• Choose the appropriate phase from the dropdown

• If the field is greyed out, no action is required

• If unsure, confirm with your client

Step 6: Submit the Invoice

1. Tick the checkbox beside the invoice(s) you wish to submit

2. Click Submit Selected Invoices

Once submitted, the invoice will move into the client’s review workflow.