Configuration Required – May Require Services
New Solutions / New Subscription Features
- Released Spend Agent Integration with BillingPoint. Spend Agent reviews invoices submitted by vendors in Billing Point against natural language billing guidelines uploaded against vendors by Onit X ELM clients. Read more about Spend Agent here
NOTE: Spend Agent is an optional add-on feature available for purchase within Onit. Please contact your Onit representative for pricing details.
- Added link to CounselMatch within ELM; CounselMatch gives clients the ability to search, identify, and access critical data for about 5,800 law firms and 400,000 attorneys, transforming panel management and legal operations. For information on how to use CounselMatch, visit the Leopard Solutions CounselMatch user guide page here.
Available on Release
What's New
- Upon converting a vendor from BillingPoint to manual, existing open VATMs and BARs will now have the ability to convert to a manual fee arrangement in order to allow manual invoice creation.
- Added “Locked Hourly Rate for Life of Matter” feature.
- Users can now create and view an audit report that shows what VATMs Onit and BP sent for accruals.
- Added the ability to bulk approve and reject actions on timekeeper rates.
- Enabled background creation of “Email activity” atom.
- Enabled background relations to Security atoms in the matter application.
- Created a new field in ELM Configuration Settings (Billing Guidelines) to upload generic guidelines that apply across vendors.
Resolved Issues
- Removed out-of-the-box “New Vendor Activated in Onit” notification for vendors to remove confusion.
- The approved budget no longer remains in the “Pending Submission” state once the submission window expired after forecast.
- Updated workflow to eliminate rapid API calls that AppBuilder cannot handle by removing phase change call and implementing phase change through “sync_value.”
Known Issues
- Adjustments applied manually during invoice review are not being removed if the invoice is rejected; this is leading to incorrect math calculations.
- For budget reforecasts, once the submission window expires, the budget and budget detail phases can reflect mismatches.
- Months of cloned fiscal years refer to the wrong fiscal year.
- Manual vendors are allowed to have an external budget, for which they don’t receive notifications or have a way to access/submit budget information.