Year to Date and Spend to Date (matter-specific) are now visible within Onit.
Resolved Vendor Issues
We now only display active (not archived or deleted) tax codes when a vendor submits an invoice.
The Create Manual Invoice button has been repaired. It now efficiently loads a large number of matters on the manual invoice and rate submission. Vendors can create manual invoices by clicking the button to initiate the workflow.
System will throw an error when a user tries to upload a file attachment with the same file name as a previously uploaded file attachment per invoice.
Error message: “There is a file name with the same name. Please change the file name and upload.”
Older invoices now render correctly in the iFrame
When a vendor hovers over the icon, the system will now display the helper text:
For the green icon: "Passed LEDES validation."
For the red icon: "Failed LEDES validation."
Resolved Client Issues
Ruleset actions are now re-arranged correctly.
State transition from Pending Approval to Approved or Disputed is now more performant.
The Reason field label has now been changed to Notes for consistency.
The iFrame panel now correctly allows users to edit tax codes.
Hover over line item discounts now working.
Clients will now only see active vendors in the dropdown of the VATM screen when adding a vendor to a matter.
When the setting Require Client Matter for Client TK Rate Request is checked in the system setup and when a user is creating a new TK rate request:
Only the firm can select matters with an approved BAR for client TK rate request.
All matters with a closed BAR will be disabled (greyed out).
The matter level BAR now shows TK profile/diversity data.
Resolved System Issues
All invoice currencies and spot rates on associated invoices with the BAR are now updated when the user changes the invoice/matter currency.
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