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
docs.onit.com contains proprietary and confidential information owned by Onit, Inc. that is subject to copyright. Onit presents it exclusively to you for your sole use in conjunction with using Onit products. No portion of the materials contained herein may be used for any other purpose. No portion of the materials contained herein may be shared with third parties or reproduced in any form.
