Recent updates
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Reporting Data Flow
Updated on Jan 07, 2021ArticleEveryday, the data from AppBuilder and BillingPoint is refreshed into Warehouse which is then consumed by Tableau to refresh the Tableau data source extracts. Here is the high level overview diagram that provides the details about how the data flows into warehouse. The ETL process is developed using Python scripts that does the following:
- Extract data from MongoDB (Atoms in Mongo) or Postgres (Atoms in postgres)
- Transforms the data into warehouse as rows and columns
- Loads the data into warehouse
- Recreates the required views
- Grants permissions for the tableau user
- Triggers the Tableau data source refresh for the corporation. Data sources must be owned by domain_publisher and not tagged as do not refresh.
Reference Materials / Reporting / Reporting
- Extract data from MongoDB (Atoms in Mongo) or Postgres (Atoms in postgres)
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Creating a Suite
Updated on Jan 04, 2021ArticleLet’s think big picture for a moment! Any given Onit client might use our platform to solve between one and many dozens of different business problems. From tracking legal spend, to budgeting, to accruals, to expense reports the range is far and wide. As a result, an Onit environment might contain lots of different Apps and Records.
This is great news for the client as a whole, as it means that Onit is orchestrating their business and providing tons of value. For individual end-users, however, lots of Apps and data can be overwhelming to navigate. Ideally, each end-user will be presented with a UI that only shows them the Apps and Records that they actually care about, as well as charts and tables that spot trends and highlight their action items and key metrics. And that’s where Suites come in!
Suites act as a user’s Onit homepage, the first page that a user sees when they log in. On this homepage each end-user sees a curated collection of “widgets” that list and link to Records that a specific user cares about - for example, invoices pending the user’s approval or legal matters upon which the user is a Participant. In addition, Suites provide a slide-out sidebar menu that gives the user access to a curated list of Apps, links, and reports that the user in question uses. As an Apptitude Developer, you can create multiple Suites, one for each type of user (e.g., one Suite for attorneys and another for paralegals) and/or you can create different Suites for different business problems (e.g., one Suite for budgeting and another for accruals).
In this tutorial we’ll explain how to build and configure Suites.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Building Workflow
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Fixed Fee Invoicing
Updated on Dec 17, 2020Article1. To submit a Fixed Fee invoice, the matter should be set up with a Fixed Fee fee arrangement (for most clients). This is visible by going to the Billing Authorizations tab and clicking on the matter number. If the matter is not assigned as Fixed Fee, please contact your client directly to have this changed.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Updating an Office Location
Updated on Dec 17, 2020Article1. Select Master Settings under the client dropdown.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Release Notes - December 2020
Updated on Dec 04, 2020Article- Apps have a new setting available, under "Appearance": Truncate Activity Logs. When this box is checked, comments on a transaction that run to more than three lines will be cut off, with a "Read More" link available to expand them. (And then a "Show less" link to collapse them again.)
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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App Settings
Updated on Dec 04, 2020ArticleWhich Tags the App should belong to in the left-hand dashboard sidebar. If you want to add a new tag here, type some text into the field and then press ENTER.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Administration
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Adding a New Timekeeper
Updated on Dec 01, 2020Article1. Within the Master Settings, under the Timekeeper tab on the top blue bar, select either New Timekeeper or Manage Account Timekeepers.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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BillingPoint Release Notes - Dec. 2020
Updated on Nov 30, 2020ArticleNew LEDES Workflow has now officially replaced the Old LEDES Workflow
Release Notes / BillingPoint Release Notes / BillingPoint Release Notes
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Apptitude Developer Best Practices
Updated on Nov 17, 2020ArticleOnit Apptitude provides you with many different tools and methods to solve business problems. When you are faced with a specific use case, our platform may present you with literally dozens of different ways to solve the same problem. Inevitably though, some solutions will be better than others, and usually there is one single solution that trumps them all.
When building a new Onit App or workflow, you should always aim for a solution that is performant, user friendly, safe, readable by others, and testable. Of course, designing a solution that checks all of these boxes can be challenging.
In this tutorial we’ll cover commonly accepted best practices used by Level 4 certified Apptitude Developers. While following these best practices won’t 100% guarantee success, it will put you on the right path.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Administration
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Release Notes - November 2020
Updated on Nov 17, 2020Article- You'll now be prompted for a confirmation when deleting an app that has no records, just the same as for one that does have some.
Release Notes / Apptitude Release Notes / Apptitude Release Notes