Outside counsel and/or firms that are completing and billing for work on legal matters are added as vendors to Unity eBilling for the purposes of invoicing, activity tracking, and reporting.
Note: These User Guides will be updated as more features are added and revised. Check in frequently for more information.
It is the responsibility of our customers to add the vendor records and ensure relevant settings are enabled. This includes the following:
- Enabling invoicing features for billing via the BillingPoint vendor portal
- Enabling Timekeeper Rate Validation settings if rates should be used for invoice validation
- Adding the relevant datapoints and information for tracking/reporting
There are two ways to add a new vendor:
Before continuing, use the global search in the top navigation bar or the search field on the vendor list page to check if the firm already exists.
Click the + (Quick Add) button from the top navigation bar and select New Vendor.
OR
Go to Vendors from the left-side navigation bar and click +Add Vendors in the top-right corner.
Enter the vendor details and click Save. See the table below for information on the required/optional fields.
| ID |
Unique number or alphanumeric ID. |
| Vendor Name (required) |
Legal name of the firm as it will appear in lists of values where a vendor can be assigned (e.g., matter records). |
| Contact Name (required) | First and last name of the firm’s main point of contact for your organization. |
| Contact Email (required) | Email address of the main vendor contact. |
| Phone (optional) | Phone number of the main vendor contact. |
| URL (optional) | Firm’s website URL, if applicable. |
| Vendor AP Number (required) | Number used by your company to identify the vendor in other systems or for accounting purposes. |
| Street Address (required) | Streeet address of the firm’s business location. |
| Street Address 2 (optional) | Additional street address line, if applicable. |
| City (required) | City for the firm’s business location. |
| State (required) | State for the firm’s business location. |
| Zip Code (required) | Zip code for the firm’s business location. |
| Last 12 Months Spend (required) | Amount of spend associated with this vendor over the past year, if any. |
| Projected 12 Months Spend (required) | Amount of projected spend for this vendor over the next year. |
| Vendor Submission Currency (required) | Three-letter currency code that will be used by the vendor when submitting invoices. |
| Vendor Base Currency (required) | Firm’s standard currency (e.g., could be same as submission currency). |
Once added, the record can be found and managed from the vendors list page.