Here are some of the frequently asked questions (and answers) about Unity ELM:
How can I quickly share billing guidelines with a vendor?
Use the Files tab within a vendor's detail page to share billing guidelines. You can read more about them here: Outside Counsel Guideline Files.
How can I deactivate a user in the address book?
Go to Settings > Common Module > Users. For more, read the Using the Address Book / Managing Contacts guide.
Can you save views in Unity?
No; however, configurable table selections are remembered within Unity.
How can you change the period of an invoice?
This is a function within Counsel Exchange; clients cannot adjust invoice periods.
How can you reassign an invoice to a different budget?
Invoices are not directly assigned to a budget. This information is inherited by the matter/vendor combination; changing the assigned matter should make the full change.
Is it possible to adjust the notification frequency for invoice approval emails?
Frequency is not configurable globally, but each user's Invoice Notifications can be changed on their user record under Settings > Common Module > Users.
Is it possible to delete invoices?
You cannot delete invoices in Unity.
How can I turn off email approval notifications?
To turn off email approval notifications, an admin will have to go into the user's page and remove any selection from the Invoice Notifications section under the Unity ELM section.
You can also turn off the notifications from the Edit option on the Actions menu in the main directory.
Can I run a report to see the list of approvers who have approved in the past quarter?
Yes; you can run a report to see anything that anyone approved within a specific date range using the invoice list report.
How can I change the currency on an invoice?
The invoice currency is set by the vendor within Counsel Exchange. To change the currency on the invoice, reject the invoice back to the vendor and ask them to resubmit with the updated currency.
How can I set custom timeout links for customers?
Custom links can be set by either the Onit implementation team or the Onit support team.
How can I access Counsel Exchange?
The Counsel Exchange URL is: https://counselexchange.onit.com/