Onit Documentation

BillingPoint Release Notes - March 2023

by Dana Edel Updated on

What's New

  • Implemented “skip” option on Timekeeper Rate Validation Rule based on staff classification rather than ID.
  • Updated BillingPoint to only send invoice comments notification to client if the comment originated in BillingPoint.
  • New Diversity fields added to TK profile (Veterans, Disability and LGBTQ+).
  • Added functionality to aggregate Diversity data for reporting.
  • Added functionality to validate that all required fields are completed on client Timekeeper Rate Request profile on disputed rates submission.
  • Added text field on Billing Authorization titled “Internal Matter Number” for vendor to insert value in the field.
  • Updated Billing Authorization Grid:
    • Added column to Billing Authorization grid to view “Internal Matter Number”.
    • Added column to Billing Authorization grid to view Fee Arrangement of the matter.
    • Expanded Billing Authorization grid to full width.
    • Changed label on “Get BAR List” button to “Export” on the Billing Authorization page.
    • Changed header on popup launched from “Get BAR List” button to “Download Billing Authorizations” on the Billing Authorization page.
    • Updated button styling.
  • Added functionality to validate on a Timekeeper Rate Request that all required fields are completed on the Timekeeper Profile.
    • Rate request submission is blocked if the fields are blank.
  • Duplicate invoice number rule can now verify against voided invoice numbers, if requested by the client.
  • Custom PDF options now exclude alerts or adjustments on the PDF if those sections are not selected.
  • Editing the “Sent By” when Send Invoice PDF is used, now displays within the body of the email message in addition to CC.
  • Added Invoice Tracking Date field to Client Account for use in reports.
  • Pendo Analytics added to BillingPoint.
  • System code now upgraded to Ruby 3.0.
  • BillingPoint functionality to support move to SHA2 certificate is now operational.
  • Updated Terms of Service to include new language that complies with the new privacy regulations in CCPA. (December 27, 2022 Point Release)

Resolved Issues

  • When downloading zip files attached to invoices where multiple attachments have the same filenames, all files are downloaded, and duplicate filenames are adjusted.
  • Vendor BP/Timekeeper Staff classification now sorts in the correct order for Client Timekeepers view.
  • Currency format in Tax code and date format in Invoice are now corrected when language is Deutsch (German).
  • Lawyer validation is now working for timekeeper file upload for staff class Partner, Associate, and Of Counsel.
  • Display issue on Client Timekeeper Rate page is now resolved.
  • Screen now displays successful confirmation message when user clicks “Resend Email” link.
  • Can now open the invoice header in edit mode when “Due Date” field is empty.
  • Edit function of Timekeeper Profile in Manage Rates is now working properly.
  • Fee/Expense discount line items now required to have valid UTBMS discount codes.
  • Email PDF Invoices no longer show Sent By as [email protected] “on behalf of” [email protected].
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