We are excited to release value-driven Spend Suite features and enhancements voiced by our customers through product beta or product requests. The Spend Suite Template will be available to all reporting customers after our summer release, which is scheduled for October 7th.

• Detailed enhancements and new features of Spend Suite are as follows:
  • Matter Search:
    • Introducing the Matter Search feature across the Template, allowing users to easily search for a Matter within the dashboard based on Matter Name or Matter Number.
  • Introducing New Filters:
    • Country
    • Invoice Status
    • Area of Law
    • Matter Type
  • Multi-Select Date Filters:
    • Users can now multi-select Years, Quarters, and Months for the last 5 years, providing flexibility in analyzing year-over-year data.
    • Date Filters can now cascade down. For example, if a user selects Q1 from the Quarter filter, the Months filter will only display the months of Q1.
  • Separated KPIs for Discounts and Adjustments for focused performance tracking.
  • Enhanced "View Invoices" Drill-Down Feature:
    • Introducing the "View Invoices" drill-down feature accessible through all the visualizations within Spend Suite, enabling a deeper analysis of spending data.
  • Spend Over Time Comparison:
    • Switch to a Monthly, Quarterly, Yearly, and Rolling 12-month view of the spend data within the same visualization for different time series analyses.
  • Interactive Color Legends:
    • Implement clickable color legends for easy filtering based on Invoice Status and Reviewer Status across Spend By charts and Vendor/Matter Hierarchy.
  • Spend By - "Reviewer:"
    • Presenting Spend By "Reviewer" functionality, showcasing metric breakdowns based on Reviewer Status.
  • Enhanced features for Spend By - UTBMS Code Set:
    • Task Search functionality allowing users to search for a Task based on Task Code or Task Description.
    • Users can now navigate to the Line-Item Grid by clicking on "View Invoice Line Items" after clicking on Spend bars for various Code Sets
    • Addition of ‘Staff Classification’ column to Invoice Line-Item Grids and Exports
  • The inclusion of Error and Warning aggregation buttons and the ability to drill down to detailed Invoice Grid View allow users to take corrective actions.
  • Enhanced Invoice and Line-Item Grid Exports:
    • Improved exports for further data analysis.
    • Rows are no longer grouped, allowing users to use the exports without further manipulating export files.
  • Budget Analytics Report:
    • Ability to efficiently track yearly, quarterly, monthly, and life of matter Budgeting at the Vendor and Vendor/Matter levels.
    • Flexibility to export the Budget Details Grid
    • Note that Onit’s standard Budgets App needs to be configured within ELM for Budget Analytics to reflect in Spend Suite
  • Disputed and Voided Invoices have been excluded from all Spend calculations.
  • Onit Security has been applied to the Spend Suite Template. This will allow users to view only invoices/matters through the Spend Suite Template, which they can access within Onit applications. (Please reach out to support to turn it on).