Recent updates
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OnitX CLM Summer Release 2024
Updated onArticleThe OnitX CLM Winter Release for 2024 includes new Catalyst AI-enabled integration and updates to table functionality in our OnitX CLM Word Add-In.
Release Notes CLM Release Notes CLM Release Notes
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BP Line item Cube Field Descriptions
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Reporting
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Summer Release 2024 (Part 1)
Updated onArticleThe Best Practice Templates have been enhanced with more features that cater to the requests voiced by our customers. We now support adding up to three custom filters to the Best Practice Templates, providing more flexibility with the interactive filters. These enhanced dashboards will be released to all ELM customers on July 20th, 2024.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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Tax Validations User Guide
Updated onArticleOnit's Tax Validations feature allows users to easily upload tax code information from different regions and countries, making it easy to calculate additional taxes on invoices. In this guide, we will take you step-by-step through using the Tax Validation feature from Onit.
End User Guides ELM End User Guides Tax Validations
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Tiered Volume Discounts (TVD 2.0) User Guide
Updated onArticleOnit’s new Tiered Volume Discounts (TVD 2.0) feature includes significant updates to the TVD system to enhance the user experience based on several client requests. These include: The ability to support any number of active TVD agreements per vendor at any given time and the ability to set up the hierarchy order for the system to determine which discount structure should apply to an invoice The option to apply TVD to invoices based on the bill-to matter’s Areas of Law, Matter Type, Fee Arrangement, and Vendor Office Location A setting to determine which invoice states are included/excluded in the calculation of Total Spend for applying TVD A setting to determine which date the TVD application uses; options to utilize Billing Period End Date, Billing Period Start Date, and Invoice Date Applied TVD tier information is added to the Invoice New View header Here, we’ll take a step-by-step look at how to use the new Tiered Volume Discounts option.
End User Guides ELM End User Guides Tiered Volume Discounts (TVD 2.0)
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Using Fields to Watch
Updated onArticleThe "Fields to Watch" option within the Transaction Updates Business Rules helps users optimize their Transaction Updates performance. Rather than executing conditions and actions for every single transaction updated business rule — which could number in the dozens — picking out specific fields in the "Fields to Watch" area enables users to select the exact changes to a transaction that should execute conditions and actions.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Appeals User Guide
Updated onArticleOnit's Appeals function offers clients and vendors a streamlined process for reconciling adjusted fees or expenses. When an invoice is adjusted during the review process, clients can efficiently resolve disputed line items by sending the invoice back to the vendor for review. The vendor can then appeal any adjustments, providing justifications or supporting documentation for their charges, or accept the adjustments and the invoice will continue processing for payment.Here, well bring you an in-depth guide on how to use the Appeals feature during the invoice process.
End User Guides ELM End User Guides Appeals
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Vendor Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Release Notes - June 2024 Minor Release
Updated onArticleFixed an issue preventing Business Rules from firing when the User Profile was updated via FushionAuth SAML Attribute update on user login. Fixed an issue with "Fields used to filter belongs to selection" not working in Forms Builder. Fixed an issue where Shadow Tables would break when a field in Wizard was duplicated. Fixed an issue causing Liquid Preview to not work when Shadow Tables were enabled.
Release Notes App Builder Release Notes App Builder Release Notes
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Spring Release 2024 (Part 2)
Updated onArticleThe Beta version of the Vendor Suite Template has been enhanced with more features and minor enhancements have been made to the Matter Suite Template, Spend Suite Template and Smart Invoice Review dashboard. These enhanced dashboards will be released to all ELM customers on June 15th, 2024.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes