Understanding the Auto-Reject Feature on Brightflag

Brightflag's Auto-Reject feature simplifies invoice review by automatically rejecting invoices that violate specific billing guidelines. This feature helps clients save time and ensures compliance with their policies. This guide explains what happens when an invoice is rejected, how to troubleshoot and resubmit, and how to seek further help.

How Does the Auto-Reject Feature Work?

Clients configure their billing guidelines directly within Brightflag. When an invoice breaches these guidelines, Brightflag’s AI automatically rejects it. This process:

• Saves time by eliminating manual reviews.
• Ensures invoices align with the client’s requirements.

What Happens When an Invoice Is Rejected?

1. Notification

You will receive an automated email from Brightflag notifying you of the rejection.

2. Details in the Email

• Manual Rejections: The client will provide a specific reason for the rejection in the email.
• Auto-Rejections: The email will specify which billing guidelines your invoice violated.

🔴 Important: Brightflag cannot intervene or modify rejected invoices, including auto-rejected ones. To appeal or discuss these invoices, contact your client directly.

Troubleshooting Steps

Step 1: Review the Rejection Email

• Carefully read the automated email from Brightflag.
• Identify the specific reason(s) provided for the rejection.

Step 2: Compare Against Client Billing Guidelines

• For auto-rejections, cross-check the rejection reason in the email with the billing guidelines shared by your client.
• Ensure you understand which requirement your invoice failed to meet.

Step 3: Correct and Resubmit the Invoice

1. Adjustments:
   • Make necessary corrections, such as:
     • Updating charges.
     • Adding missing details.
     • Formatting the invoice to meet the guidelines.
2. Resubmission:
   • Ensure the corrected invoice is linked to the original invoice before resubmitting it through Brightflag.

What to Do If You Need Further Help

Contact Your Client Directly

• If you are unclear about the rejection reason or how to resolve it, reach out to your client for clarification.
• The client is responsible for reviewing invoices and can provide additional context or assistance.

💡 Tip: For quicker resolutions, refer to the specific billing guidelines shared by your client before contacting them.