ELM Release Notes - November 2022
by Dana Edel
Updated on Nov 30, 2022
New Fee Arrangement: Flat Fee by Task CodeFlat Fee by Code App to manage codes
Code listing can be downloaded for viewing/editing in Excel
Code listing updates can be uploaded
Codes can be managed in the UI
Budgeting Enhancements
Budgets (and budget details) are now entered via the Budget Setup Wizard
Budgets can be setup based on Calendar Year or Fiscal Year
Budgets can be setup for Life of Matter, Annual, Period/Quarter, or Monthly
Budgets can be setup for Fee/Expense or Total budget types
Invoice New View Updates
Invoice coloring and formatting updates
Net new comment count now available in addition to aggregate count
Invoice sizing now reactive to screen size
If there is no data within a tab or section, that tab or section is now hidden
Filters that have no data are now hidden
Search is now available in filter menus
Double scroll bars no longer exist
Invoice field labels translate when alternative language is selected in Onit
Values on invoice are rounded based on displayed currency specifications
Total counts are shown for each tab
Badge displays on line item comments counter to indicate new comment
Notification is now sent to vendor contact(s) when an invoice is paid for a lesser amount than the approved amount
Invoice system notifications now send to the vendor invoice submitter's email in addition to vendor contact(s)
Clients now have the ability to adjust the proposed timekeeper rate and then approve it
Vendor’s timekeeper requester is now captured into a field on the timekeeper rate request record
Expanded Timekeeper Data during Rate Review
Practice Area
Default Rate
Default Rate Effective Date
Location (Office Name – City, State/Prov., Country)
Ethnicity & gender fields have been removed as standard fields from Onit ELM
Appeals workflow will be available for the first approver, regardless of the role of that approver (third-party or internal) if appeals are enabled
Invoice Approval Date field is now being sent to the data warehouse for reporting
Allocation App: Disabled the evaluate calculated fields and replaced with a single recalculate action
When new Matter Manager is added, the Participant Added business rule that triggered an action to replace participant has been removed
Accruals field name misspelling is now corrected
Rounding issue on switching between base currency and alternate currency has been corrected
Horizontal scroll bar on invoice new view is now working
On applying filters on an invoice, line items are no longer duplicating
Tax Code creation is now working via iFrame
JPY invoice line item taxes no longer display decimals on quick PDF
Invoice page auto refresh on update has been removed
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