BillingPoint Release Notes - September 2022
by Dana Edel
Updated on Sep 12, 2022
Switch added to Client Account settings for diversity data to be excluded or sent to reporting data warehouse
BillingPoint ethnicity options updated to EEOC designations
Email of PDF invoice copies: custom option now includes selections to contain warnings, invoice comments, and fee arrangement
Improved LEDES error upload message when there are no line items in LEDES files
Appeals Functionality for invoice adjustments (must be enabled by the client)
Invoices in "Adjusted" phase (used for Appeals Functionality) are included in BillingPoint user weekly invoice digest email
BillingPoint rules now able to access AI referenced line items to identify 2 lawyers billing for communication with each other (cross-billing)
Inconsistent results on pagination after performing ‘archive’ or ‘delete’ bulk actions has been corrected
On a JPY invoice quick_pdf, decimals are no longer displayed
Non-approved currencies are no longer accepted on timekeeper rate uploads
LEDES invoice upload is no longer creating discount line items with unit set to null
Client Matter dropdown on edit of disputed Client Timekeeper Rate in panel is now working properly
Recipients field no longer accepts multiple commas while sending Email PDF
Fee Arrangement Rules imported from .json file now save properly
Approved Currency Checkbox Alignment in client settings has been corrected
On Manage Rules screen of fee arrangement in Chrome, the checkboxes for column "On Match?", "AI", and "Enable" now load properly
Client account legal entity details are now getting updated on resend of invoice after changing matter
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