Invoice summaries and dispute reasons are now displayed at the top of each invoice page, allowing users to quickly understand key issues without scrolling through the entire document.
The total dollar figure of invoice disputes by Spend Agent is now shown within the Invoice screen, so users can quantify the value delivered and report on vendor performance.
Users can now configure Spend Agent to Auto, Sentry, or Off modes for each vendor, allowing for invoice processing to align with compliance posture and vendor relationships.
Added Spend Agent Review Yes/No column to the Invoices grid page so users can quickly identify which invoices have gone through AI review without opening each individually.
Added Spend Agent Mode column to the Vendors grid page so users can quickly confirm whether a vendor is in Auto, Sentry, or Disabled mode without going into vendor details.
If an invoice is AI-verified, an “AI Verified” badge is added to the invoice PDF copy.
Dispute reasons are now displayed clearly under each relevant line item so users can identify and address specific issues.
Invoice outcomes from Spend Agent are now consistently labeled (Approved, Disputed, Warning-Only, Analysis Failed) in both OnitX/Unity and BillingPoint views.
Added in API endpoints and updated listing logic to support matter-level billing guidelines imported from ELM; this enables clients to have global, vendor-level billing guidelines and matter-specific guidelines for comprehensive billing review.
Spend Agent now activates when an invoice is flagged by billing rules, ensuring vendors and clients can see all relevant feedback (both rule-based and AI-driven) so they can take informed corrective action.
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