Onit Documentation

Out of the Box Invoice Comments

by Michael Nadeau Updated on

There are different types of comments that users can leave on an invoice:

  • Approval Comments: Onit users can insert comments and attachments while approving an invoice. These comments and attachments will only be visible to other Onit users (not to the vendor). After clicking an invoice’s Approve button in Onit, the following pop-up will appear:

Rejection Comments: Onit users can insert comments and attachments while rejecting an invoice. While these comments will be visible to both Onit users and the vendor (by default), the attachments will only be visible to other Onit users (not the vendor). After clicking an invoice’s Reject button, the following pop-up will appear:

Add Comment to Vendor: While viewing an invoice in Onit, Onit users (not vendors) can add comments (without having to approve/reject the invoice simultaneously). These comments will be visible to both other Onit users and the vendor.

Add Comment to Client: While viewing an invoice in BillingPoint, a vendor can add comments to it. These comments will be visible to other Onit users and the vendor.

Internal-only Comments: An Onit user (not a vendor) can add comments while viewing an invoice. These comments will only be visible to other Onit users (not to the vendor).

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ELM End User Guides

Working with Invoices 13
Accruals 2
Budgeting 5
Discounts 2
Appeals 1
Tax Validations 1
Alternative Fee Arrangements (AFAs) 3

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