Steps to Include the Department Field on Invoice Submissions

Overview: Selecting the correct department on your invoices is crucial for accurate billing and reporting. However, it is important to note that invoices cannot be edited after they have been submitted on Brightflag. This guide provides general information on selecting the department field during the initial invoice creation process.

Step-by-Step Guide to Selecting the Department Field:

1. Log in to Your Brightflag Account:

   • Use your credentials to access your vendor portal.

2. Navigate to the Invoice Creation Section:

   • Click on Invoices from the main dashboard or the side menu to start creating a new invoice.

3. Fill in the Invoice Details:

   • Enter all required invoice details, including client, matter, and billing information.

4. Select the Department Field:

   • Locate the department field and select the appropriate department from the dropdown list.

   • If the correct department is not available, reach out to your internal admin or client contact to request an update to the department list.

5. Review and Submit the Invoice:

   • Double-check all information, including the department field, before submitting the invoice.

Important Considerations:

• No Edits After Submission: Once an invoice is submitted, it cannot be edited in Brightflag. Ensure all information is accurate before finalizing.

• Permissions Required: Ensure you have the necessary permissions to create invoices. If not, contact your admin for assistance.

Tips for Effective Management:

Tip: Always double-check department assignments during the initial invoice creation to avoid submission errors.

Note: Changes to department fields may affect how invoices are processed and tracked within the client’s system.

Troubleshooting Common Issues:

• Department Not Listed: Reach out to your admin or client to add or update available department options.

• Unable to Edit After Submission: If you need changes after submission, contact your client or Brightflag support for guidance.

By following these steps, you can ensure accurate billing information when selecting the department field during invoice creation in Brightflag.