Onit Documentation

ELM Release Notes - February 2024

by Dana Edel Updated on

Available on Release

What's New

  • Remember users Line-Item Column widths in Invoice New View
  • Removed the Vendor tab on Invoice New View
  • Within an invoice, capture enable/disable adjustments in the audit history
  • Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement

Resolved Issues

  • On invoice line-item comments, some special characters no longer display as HTML
  • On invoice line-item comments, with a longer comment the comment text box is no longer cut off and Post/Cancel buttons are visible


Configuration Required - May Require Services

What’s New

  • Invoices can be sent for subsequent appeals without requiring new adjustments
  • Added additional “Sections” choices for the Custom PDF option within Bulk Email Invoice PDF
  • Vendor offices can opt in/out of providing diversity information for timekeepers associated to the office, the opt/in out value is now available in a field of the office app in ELM
  • Added messaging regarding currency conversion calculations on Matter and Vendor Assignment to Matter records
  • Fields on Invoice records for Budget and Fiscal calculations have been streamlined
  • Amount fields on Fiscal apps have been updated with numeric calculations
  • The setting for "Exclude Invoice Phases" from calculations has been moved from Budget Settings to ELM settings and applies to all “total” fields across the system
  • Vendor Provided Suite for reporting on Budgets and Accruals
  • Enabled New Text Editor
  • Accruals Collection in BillingPoint
    • See a full overview of the accruals feature here - Vendor Accrual Collaboration via BillingPoint
    • Accrual settings now only consider weekdays
    • Ability to send ad-hoc accrual reminder email via a button
    • Updating the accrual settings while there is an open request for accrual is not permitted
    • Period cadence dates must be unique
    • Removed Timestamp and Timezone on Accrual Name
    • Removed spreadsheet (old) version of accruals
  • Budgets Collection in BillingPoint
    • See a full overview of the budgets feature here - Vendor Budget Collaboration via BillingPoint
    • Budget Remaining USD fields on Budget Detail app have been updated to be currency fields
    • Matter Name now displays on Budget Detail records
    • Matter Name updates are now reflected on budget records
    • Matter Manager changes are considered in the Reforecast Budget Process
    • The manual forecast option is hidden on future budgets
    • Budget fields available on Vendor Assignment to Matter records updated
    • Budgeted Invoice Total in Vendor Currency was added to Vendor Assignment to Matter records
    • Non-budget Invoice Total Fields no longer consider the budget include/exclude tax setting
  • Tiered Volume Discounts (TVD) 2.0
    • Ability to support n number of active TVD agreements per vendor at any given time
    • Ability to setup the hierarchy order for the system to determine which discount structure should be applied to an invoice
    • Option to apply TVD to invoices based on the bill-to matter’s Areas of Law
    • Option to apply TVD to invoices based on the bill-to matter’s Matter Type
    • Option to apply TVD to invoices based on the bill-to matter’s Fee Arrangement
    • Option to apply TVD to invoices based on the bill-from Vendor Office Location
    • Setting to determine which invoice states are included/excluded in calculation of Total Spend for applying TVD
    • Setting to determine which date TVD application uses; options to utilize Billing Period End Date, Billing Period Start Date, and Invoice Date
    • Applied TVD tier information added to the Invoice New View header
    • TVD iFrame added to the Vendors App for control of vendor discounts
    • Invoice Widget TVD fields updated to display correct information when utilizing TVD 2.0
    • Update TVD Notifications to fetch tier data from BillingPoint to continue previous functionality
    • Supports discount audit history for recorded history of creation/changes

Resolved Issues

  • Document Uploads - Comment field no longer displays an error message and the document name and download link correctly update
  • Forecasted Internal Budget Details now display with their expected Currency
  • Matter header "External Budgeted Invoice Total” field name now displays, and the value displays as expected
  • Monthly Accrual Process "Accrual Period End Date" now displays the correct year
  • The Accrual Process now correctly gets triggered when the monthly accrual date is set to the last day of the month
  • When a matter which an accrual has been submitted for is closed during an active accrual process, the Pending/Received counts are now correct
  • Accrual Admin users can now view/access all Accrual Request records
  • Timekeeper and Timekeeper Rate records "Practice Area" field is now read-only on edit


Known Product Limitations
  • On Fiscal records, "Total Spend" and “Invoice Counts” sometimes display incorrect values until recalculation is performed
  • Error message displays when attempting to update public grid views for Invoice and Matter dashboards
  • Invoice Total field does not get updated to exclude EPD amount once EPD is applied
  • Budget spinner/banner on VATM continuously displays even after budget is created, only no longer displays on refresh
  • The validation message for Duplicate Fiscal Period Name is not working correctly
  • Budget history app is generating 3 budget history links for a newly submitted invoice
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