Recent updates
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ELM Release Notes - March 2023
Updated onArticle- Bulk Invoice Approval Enhancements: Provides ability to approve multiple invoices at one time via My Pending Invoices.
- Bulk Approval option now available on dashboard of Invoices App.
- When the bulk action is selected, a launch form provides the user an option to add a comment (optional).
- This comment is added to all invoices that are selected.
- When the form is submitted, the App creates a related transaction in the Bulk Invoice Approval App. This initiates the invoice approval process.
- Email notification is sent to the Invoice Approver with details of the batch process, when the process completes.
- Invoice Approver can view the status of all (current/past) bulk invoice approvals that were triggered via the new Invoice Bulk Approval App.
- Total number of invoices selected for approval in each batch.
- Invoices that were successfully approved.
- Invoices that failed during the approval process.
- Invoices that were skipped because they were previously selected by another batch.
- Added “Bulk Approval” flag to hide invoices in the invoice widget during the bulk approval process (to prevent duplicate approval).
- Client Invoice Reviewer can now view on the Invoices Dashboard if an invoice contains no warning to assist in the selection of invoices for bulk approval.
- Client Invoice Reviewer can now view on the Invoices Dashboard if an invoice contains no adjustments to assist in the selection of invoices for bulk approval.
- Bulk Approval option now available on dashboard of Invoices App.
- Client Timekeeper Rate Reviewer will now receive the approval notifications as specified below:
- Added a field in ELM config for "timekeeper approver(s)" for new timekeeper rate requests.
- The approver(s) will receive one daily digest email for newly submitted timekeepers from that day.
- Daily notices are sent Mondays - Fridays only with weekend submissions included on Monday. If there are no new TK rates that day, then the email is not sent.
- Notification created to send request to vendor billing contacts to provide their annual timekeeper rates for review.
- Notification includes instructions, and a link to vendor’s BillingPoint, to download/re-upload timekeeper template required to submit rate requests.
- Users can send request to:
- One vendor
- A subset of vendors
- All vendors.
- Invoice New View
- For Monthly Retainer invoices, the adjustment column in Monthly and Matter widgets is now visible.
- Line-item descriptions in the comment popup are now visible at the top of Invoice New View.
- Hover over functionality now available for UTBMS code description to display on Invoice New View.
- Unread indicator on invoice alerts is now available on Invoice New View.
- Line-item comment box size now adheres to the size of the comment text on Invoice New View.
- Custom PDF options now exclude alerts or adjustments on the PDF if those sections are not selected.
- Editing the “Sent By” when Send Invoice PDF is used, now displays within the body of the email message in addition to CC.
- TK Rate Review iFrame Styling updates with full page (reactive) sizing and colors updated.
- Vendor submitted rate is now captured on Timekeeper Rate (Timekeeper Rate Adjustment) field.
- Allocation Application condition to “Update amount” button is now added.
- “Include in Recents” is now disabled from the Settings page of the following apps:
- Allocation
- Billing Authorization Requests
- Contact Involvement to Matter
- Group Preference
- Security Groups
- Sync Data App
- User Profiles
- Invoice Payment.
- Matter App fields, matter_participants and matter_participants_bson, are now recalculated based on participant adding or deleting BRs in ELM.
- Tool Tip now added to remind user to manually update Invoice Tracking Date field in BillingPoint.
- Added Tool Tip to Invoice Summary Header Widget that constantly displays to advise users the totals are not automatically refreshed.
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- Bulk Invoice Approval Enhancements: Provides ability to approve multiple invoices at one time via My Pending Invoices.
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Matters
Updated onArticleEnd User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Release Notes – February 2023
Updated onArticle- Button groups provide the organization of buttons on the atom/record view (similar to the More Actions drop-down button).
- Buttons cannot be assigned to more than one button group
- Button group conditions are prioritized over individual button conditions
- New buttons can be created and immediately added to a group from the button group form
- Button groups are listed below all individual buttons on the left-hand panel and cannot be reordered to be above an individual button
Release Notes App Builder Release Notes App Builder Release Notes
- Button groups provide the organization of buttons on the atom/record view (similar to the More Actions drop-down button).
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Onit Row-Level Security Adoption Guide
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Configuring a NetDocuments Integration
Updated onArticleThis tutorial will take you through setting up a NetDocuments Integration. There are a few steps in this tutorial that must be completed within a time limit imposed by NetDocuments. To make configuration as easy as possible we have laid out this tutorial so you will have everything you need to complete configuration in time.
Before we begin make sure you are ready to complete the following steps:
- Complete a POST request to NetDocuments within a 2 minute window
- Fire a Rest Request Action from Onit to NetDocuments within a 20 minute window
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Form States
Updated onArticleEach form has two states or modes:
- Draft: Forms Builder opens the Draft version of a form by default. Changes are automatically saved to the Draft but are not pushed to end-users.
- Published: The Published version of the form is the one end users see.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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What is Forms Builder?
Updated onArticleForms Builder is Onit's new drag and drop form configuration and field management tool.
Visual Forms Builder Visual Forms Builder Getting Started
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Multiple Instances of a Field on a Form
Updated onArticleMultiple instances of the same field on a root form is not supported.
When a field appears in one or more formlets that are on a root form and/or the field is on the root form itself, there is potential for loss of data integrity. This risk increases each time the same field is shown to end-users on the same form.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Assign a Role
Updated onArticleIn Forms Builder, you can create and update a Role without assigning it to a tab since there can be many forms with any number of tabs. However, you will see a warning notification if a Role is not assigned to a tab on an app's selected Quicklaunch or Atom/record form.
When you migrate an app, Roles are automatically assigned to the migrated forms and their respective tabs for you.
Currently, to assign a new Role to a tab or add/remove a Role to a tab, you will need to:
- Open the form in the Editor
- Open the tab properties editor
- Assign the Role to the individual tab
- Save the update
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Tiered Volume Discounts
Updated onArticleThe Tiered Volume Discount fee arrangement is used when the client and vendor agree to increased discount rates based upon an increasing amount of fee spend.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint