Recent updates
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What is Playbook Manager?
Updated onArticlePrecedent End User Guide / Playbook Manager / Playbook Manager
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Requesting New Client Timekeeper Rates (Bulk Upload)
Updated onArticle1. Within the Client Timekeepers list, choose Download.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Cargando una Factura (Uploading a LEDES Invoice File)
Updated onArticle1. Para seleccionar su cliente, haga clic en "Cambiar De Cliente".
End User Guides / BillingPoint End User Guides / Spanish Guides to Using BillingPoint
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Invoice Line-Item Commenting Quick Reference Guide
Updated onArticleDeveloper Tutorials and Materials / ELM Developer Tutorials / ELM Feature Sets
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Security Best Practices
Updated onArticleThis article continues our series on best practices and tips for App Developers and Administrators. The previous articles in this series can be found here:
This is a general reference article, for security questions specific to your environment get in touch with your Onit representative or ask a question on our forum.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Administration
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ELM Release Notes - December 2021
Updated onArticle- Early/Speedy Pay discounts applied to invoices can now be based on the Net Fee amount as a configurable option, not just Gross Fee (Billed Fee) amount. Net Fee amount is the Gross Fee without the Fee Adjustment, Fee discount and taxes. The default for the Early/Speedy Pay and Tiered discount calculations will remain based on the Gross Fee amount.
- On the Timekeeper Creation and Edit pages, when the Lawyer field is checked, the system now displays the ‘Graduation Date’ optional field.
- The following fields are now available on the Invoice Grid:
- Net fees
- Net expenses
- Line item adjustments
- Net fees & expenses
- Vendor Assignment to Matters App now shown by default in the left menu list.
- Active field has now been moved above VAT note statement in Vendor discount app for Early Paid discount and Tiered Volume discount.
Release Notes / ELM and BillingPoint Release Notes / ELM Release Notes
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BillingPoint Release Notes - December 2021
Updated onArticle- When the "Check if this timekeeper is a law graduate" checkbox is checked, the 'Graduation Date' field will display. This field is not required to add or edit a timekeeper.
Release Notes / ELM and BillingPoint Release Notes / BillingPoint Release Notes
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An Explanation of Fields in Onit
Updated onArticleAllows a user to attach a file to the transaction.
- Tag: - A name or identifier for this attached file. You can use this tag to make attachments in one app show up as related documents in another.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Reference Materials
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Release Notes – December 2021
Updated onArticle- A new provider type, called "Email Tracking Provider" has been added. This email provider allows you to provide workflow and notifications around the success or failure of delivery of Onit generated email.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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API Reference
Updated onArticleRest API used in Integrations
Reference Materials / Apptitude API Documentation / API Reference and Examples