Recent updates
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Conditionally Routing Phases (Forms Builder)
Updated onArticleFor many Apps you’ll define Phases, which represent different stages in the App’s overall workflow. For example, for a contract approval App, you might create one stage for each step in a contract’s overall review and approval process. Perhaps those stages would be: Pending, Approved by Legal, Approved by Finance, Complete.
Some Apps simply need unconditional Phase routing. That is, all Records always go through the same Phases no matter what. For most Apps, however, this approach is too simple, and you’ll instead need conditional Phase routing.
For instance, perhaps your company only requires a particular department’s approval when an amount Field is over a certain number. To accommodate this, you can define conditional logic that will only allow a Record to be routed through a particular Phase when necessary.
In this tutorial, we’ll explain how to set up conditional Phase routing.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Release Notes - September 2022
Updated onArticle- Under the Behavior section in an app's Settings, there's a new option: Disable Comments Functionality.
Release Notes App Builder Release Notes App Builder Release Notes
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Legal Hold 3.0 Release Notes
Updated onArticleAs part of the Legal Hold 3.0 release, we have introduced some key features to help simplify the Legal Hold Preservation in Place process and improve reporting.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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Aggregating Related Fields with a Numeric Field Calculation
Updated onArticleLiquid Field Calculations can be used in most cases when you want to calculate a Field’s value. However, Numeric Field Calculations provide a simpler way to configure some calculation types and offer a filtering mechanism that Liquid Calculations don’t.
Specifically, Numeric Calculations are used to provide a numeric value that is calculated based on the values of an App’s related transactions. They are useful when you need to:
- Calculate the sum, average, minimum, or maximum of values from a Currency, Integer or Decimal Field across a related app’s transactions. For instance, you could calculate the sum of values from an invoice_amount Field across related app transactions.
- Count the number of related transactions that match some parameter(s). For instance, you could populate the number of transactions in a Phase named Abandoned.
Numeric Field Calculations are distinct from Liquid Field Calculations in that they can accept JSON filter parameters, allowing you to restrict which transactions your calculation pulls data from.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Summer Release 2022
Updated onArticle- Data warehouse Incremental Refresh:
- Onit’s data warehouse has been performing conventional full load of data once in 24 hours on nightly basis for all reporting customers. This full data load copies the entire set of data that is set to reportable within Onit applications and loaded that data into Onit’s data warehouse.
- In summer release 2022, we have introduced an incremental load of data from Onit applications to the Data warehouse.
- This incremental design will reduce the system overhead required for the data load process which will help reduce the time to update Onit’s Data warehouse for the client.
- Incremental refresh will only update records that were either new or updated since the last refresh. Therefore, it will be considerably faster data refresh compared to the convention full load refresh.
- As part of this release, we are enabling the capability by scheduling incremental refreshes for all reporting customers once a day. We will also perform a full refresh over the weekend.
- With the availability of incremental refreshes, clients can now request multiple data warehouse refreshes.
- Clients would need to contact their account manager to request for multiple refreshes and our team will work with the customer to determine optimal schedule for this refresh depending on client’s business processes and data size.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
- Data warehouse Incremental Refresh:
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BillingPoint Release Notes - September 2022
Updated onArticle- Switch added to Client Account settings for diversity data to be excluded or sent to reporting data warehouse
- BillingPoint ethnicity options updated to EEOC designations
- Email of PDF invoice copies: custom option now includes selections to contain warnings, invoice comments, and fee arrangement
- Improved LEDES error upload message when there are no line items in LEDES files
- Appeals Functionality for invoice adjustments (must be enabled by the client)
- Invoices in "Adjusted" phase (used for Appeals Functionality) are included in BillingPoint user weekly invoice digest email
- BillingPoint rules now able to access AI referenced line items to identify 2 lawyers billing for communication with each other (cross-billing)
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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ELM Release Notes - September 2022
Updated onArticle- Endpoint added to allow API call to get Invoice PDF Attachment from BillingPoint into field on ELM Invoice record
- Email of PDF invoice copies: custom option now includes selections to contain warnings, invoice comments (both internal & external), fee arrangement, and approval history
- Sanitize dynamic HTML settings enabled
- Invoice Alert Message for client when AFA (Fixed Fee/Hourly Capped) value is exceeded
- Invoice New View line-item comments updates
- Line item comments count now displayed in unique column on line item
- Count is clickable to show full line item comment thread and add new comment
- Comment number is bold when there is a new comment from the vendor
- Comment thread can be collapsed down
- Fiscal Calendar Functionality
- Fiscal Year, Fiscal Period, Fiscal Month apps under ELM Configuration Settings
- Fiscal Setup Wizard, with ability to copy/replicate year over year
- Fiscal Tracking Date field on ELM Configuration Settings
- Invoices tied to all levels of Fiscal Calendar based on the Fiscal Tracking Date*
- Accrual Enhancements
- Accrual process allows for multiple spreadsheets to be submitted, where the most recently received Accrual Amount always wins (even if it is 0, but not if it is blank)
- Do not create Monthly Accrual Request (MAR) atoms to initiate the accruals process. Instead, generate the Accrual Spreadsheet based directly on the VATM records that meet the requirements to be included in the process
- When a populated Accrual Spreadsheet is received, the Monthly Accrual Request atoms are created for any non-blank rows
- In the export, the “Accrued” column is highlighted with a blue background
- Invoices are fully related to Monthly Accrual Request
- Once an invoice is Voided, the invoice is no longer be associated to the Accrual
- Invoice Appeals Functionality
- Client option to enable vendor invoice adjustment appeals, set maximum number of appeals per invoice, and set the number of days an invoice is with the vendor for appeals
- Initial invoice approver has the option to send an adjusted invoice back to vendor for appeal or acknowledgement of adjustments
* Invoices will be associated to the Fiscal Calendar when they are first approved/rejected - not when they initially land. We also have Daily Schedule running nightly to associate any invoices missed during a given day to their applicable Fiscal Calendar.
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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ELM Release Notes - June 2022
Updated onArticle- When the user checks the Lawyer field for a timekeeper, then "Graduation Date" field is displayed
- Added Timekeeper Date of Last Increase to be available in Invoice Grid
- Tiered volume discounts are now recalculated on invoice resubmission
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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Creating and Updating Records from a List
Updated onArticleYou can leverage data in an Excel spreadsheet to create new (and update) transactions in Onit. This can be a huge time-saver when it comes to importing data from Excel or third-party systems.
For example, let’s say that you have a spreadsheet containing all your legal matters along with their data. You could sync this spreadsheet with Onit, so that one new Onit transaction gets created for each row in the spreadsheet. Not only would Onit create the transactions, but each one’s Fields values would be populated as well.
Despite how powerful this tool is, it’s all pretty simple to set up. We’ll explain how it works in this tutorial.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Spreadsheets and Documents
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Legal Hold 2.1 Release Notes
Updated onArticleAs part of the Legal Hold 2.1 release, we have introduced some key features to help simplify the Legal Hold notification process and improve reporting and custodian data management.
Release Notes Legal Hold Release Notes Legal Hold Release Notes