This resource contains some common Frequently Asked Questions we see from our users (and the answers to these questions).
FAQ Directory
Does Counsel Exchange have a customer-facing API?
It does not; as a result, we do not have API documentation to share.
How can I update the administrators in a Counsel Exchange account?
You can find directions on updating the administrators here.
What is the Counsel Exchange session timeout length?
The Counsel Exchange session timeout length is 120 minutes. After that time, you'll have to log in again.
Do invoices need to be in English?
No. Counsel Exchange also supports German, Portuguese, Spanish, Italian, French, and Japanese.
How can a vendor edit an approved invoice?
Either contact the customer (who will then contact Onit support) or contact Onit Support directly so our team can coordinate with the customer to reject the invoice to make it available for editing.
How can a vendor alter an adjustment on an approved/paid invoice?
Contact the customer directly. They will then (pending the customer's judgment) contact support to request a workaround.
How can I merge Counsel Exchange accounts?
Contact Onit support to merge Counsel Exchange Accounts.
Where can I find customer contact information?
This is not stored in Counsel Exchange at this time.
How can I add additional tax codes to use when submitting an invoice?
The vendor does not add additional tax codes for invoices; the client will add those in. Contact the client for details.
How can you change the base currency for an office?
Generally, this is not possible for existing offices. This CAN be changed by Onit support, but only if no data exists that is tied to the office record in the system (so, basically, only right when the office is set up).
How do I get rid of an error that states I must add an attachment to an invoice?
Attach the file to the invoice, then resubmit the invoice.
How do I enable my user to see a particular client?
In Counsel Exchange for Unity, if you know who the client contact is, reach out to the client so they can add you as a user. If you don't know, reach out to support. You can also reach out to your own Counsel Exchange admin.
How can I add, edit, or remove an expense or fee item after submission?
Ask your client to reject the invoice, then edit and resubmit.
What's wrong with my matter ID?
Make sure your matter ID is in put correctly. Please be advised that the client_matter_id is case sensitive. You must copy and paste it from the matter page, which lists the correct matter_id.
How do I submit a new matter?
There is a setting on the customer level that chooses whether to allow vendors to submit invoices against matters that the customer has not added themselves. If "Require client matter ID from vendor" is not checked, the vendor can submit an invoice against a matter that does not yet exist in Unity. Submitting the invoice with a matter that doesn't exist yet will automatically create the matter in Unity.
How do I create a custom staff classification in Counsel Exchange?
The creation of custom staff classifications for timekeepers is not supported in Counsel Exchange at this time.
How do I (a vendor) reject an invoice?
Vendors do not reject invoices; only customers can reject them. If you need a customer to reject an invoice, reach out to that customer for further assistance.
What office is my matter assigned to?
Most Onit customers do not enforce office selection on the matter level. There are a handful that do, and in those cases, you must reach out to the customer for assistance in determining the proper office to use.