Onit Documentation

Counsel Exchange FAQs

by Michael Nadeau Updated on

Frequently Asked Questions

What languages does Counsel Exchange support?

Counsel Exchange supports English, French, German, Italian, Japanese, Portuguese, and Spanish; note that our chat assistant can support additional languages outside of the ones listed here. 

How can I find the Vendor Tax ID?

Within the Master Settings, click on Account Settings; you'll see the Vendor Tax ID within the account settings. 

How can I change the default office? 

Within the Master Settings, click on Account Settings; you can change the Default Office from the drop-down menu. Click Save when you're done updating the office. 

What are my UTBMS codes? 

UTBMS (Uniform Task-Based Management System Codes) are a standardized coding system used to classify expenses and services on electronic invoices. If present, customers will see them in the Billing Guidelines for Counsel Exchange. 

I don't see all of my clients in my drop-down view; what should I do?

If a you do not see all of your clients, make sure to check to see if you have multiple logins to use Counsel Exchange. If you do, check each log in that they have. If you are not sure if you have multiple logins or have checked and the client is not visible in any of them, open a support case for further assistance. 

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