I can't select/choose a Currency when uploading my PDF invoice.

Troubleshooting Currency Selection Issues for PDF Invoices in Brightflag

Submit invoices in LEDES instead of PDF to save time, reduce errors, and get paid faster. You can still attach a PDF version if your client requires it. Don’t worry, switching to LEDES doesn’t mean you need to start coding invoices (you don’t!), and your client’s experience won’t change.

If you're experiencing difficulty selecting the currency when uploading your PDF invoice to Brightflag, this guide will walk you through identifying the problem and provide troubleshooting advice to fix it.

Issue Overview

When uploading an invoice to Brightflag, you may encounter issues with the Currency field, such as:

• The field being greyed out
• Missing the desired currency options

This can delay invoice submission. Below are the common causes and steps to resolve these issues.

Common Issues and Troubleshooting Steps

1. Currency Field is Greyed Out

Cause:

The Currency field is greyed out because no Matter has been selected from the Matter Search option on the invoice upload page.

Solution:

Ensure you select the appropriate Matter before attempting to choose a currency. Once a Matter is selected, the Currency field will unlock, allowing you to choose from the currencies your client has pre-configured for that specific Matter.

Steps to Fix:

1. Navigate to the Matter Search option on the invoice upload page.
2. Select the correct Matter.
3. The Currency field will now be accessible, displaying the available currencies for that Matter.

2. Desired Currency is Missing from Dropdown Menu

Cause:

The currency configuration for the selected Matter may not include the currency you need, as set by your client.

Solution:

Reach out to your client to confirm how they would prefer you to submit the invoice. They can clarify which currencies are acceptable and provide further instructions.

Steps to Fix:

1. Contact your client directly.
2. Confirm the accepted currencies for the Matter.
3. Follow your client’s instructions to proceed.

Quick Fix Summary

Note:

Submitting invoices in LEDES format is strongly recommended to save time, reduce errors, and ensure faster payment. You can still attach a PDF if required by your client.

Visual Aid

Below is a screenshot illustrating how to select the Matter to unlock the Currency field:

By following these troubleshooting steps, you should be able to resolve any issues with selecting the appropriate currency for your invoice submission.