BillingPoint Release Notes - July 2023
by Dana Edel
Updated on Aug 01, 2023
Client/Vendor Budget Collaboration (Client must enable this feature)
Bulk Matter Level Timekeeper Upload
Ability to download Matter Level Timekeeper template and upload for bulk submission
Uploaded template will be checked for validation
Uploaded timekeeper rates can be reviewed before submitting
After upload, user is navigated to Billing Authorizations tab, the matters for which rates were upload are highlighted
The Net Invoice Amount field is now available in liquid for billing rule use
Pendo code has been updated to exclude vendor users
New billing rule available to allow client to set limit on attachment file size
Ability for client to add a bypass to the 'max timekeeper hours' based on timekeeper staff class
New billing rule available to allow clients to limit the number of invoices accepted to a matter within a time-period
Width of all BillingPoint pages has been expand to full screen and is dynamic
Log "send PDF" into invoice audit history
Timekeeper rule error message on invoice is now displaying the proper message
Timekeeper search is now returning proper results
“Not a Number” error is no longer occurring on invoice adjustments where the line-item quantity was 0
Timekeepers can now be recovered from Archived
LEDES files can no longer be uploaded for disabled office through API integrations
When a fee arrangement is blank for a Billing Authorization the grid will no longer display an error
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