BillingPoint Release Notes - June 2021
Updated Jun 09, 2021
What's New for Clients
- Year to Date and Spend to Date (matter-specific) now visible from within Onit.
Resolved Vendor Issues
- We now only display active (not archived or deleted) tax codes when a vendor is submitting an invoice.
Create Manual Invoice button repaired; now loading large number of matters efficiently on manual invoice and rate submission. Vendor can create manual invoice by clicking on the button to initiate the workflow.
- System will throw error when user tries to upload file attachment with the same file name as a previously upload 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 properly in the iFrame
- When a vendor hovers over the icon, the system will now display the helper text:
- For green icon: "Passed LEDES validation."
- For 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.
- 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 Requestis checked in system setup and when a user is creating a new TK rate request:
- Only matters with an approved BAR can be selected by the firm 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
Inline referenced article
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