Recent updates
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Configuring a Sync Data to Transactions Action
Updated on Sep 21, 2020ArticleThe Sync Data to Transactions Action is a powerful tool that can be used to quickly migrate a large chunk of data into Onit, or, with a bit more configuration, support a data integration between an external system and Onit.
The Action is responsible for creating, updating or upserting Records from a flat file. The Action can also be configured to delete Records when their corresponding data row is missing from the imported file.
In this tutorial, we'll cover the basics of setting up the Action for a simple migration of data over to Onit. Configuring this Action for a data integration takes a bit more work and is covered in our Setting Up a Data Integration tutorial.
Knowledge Base / Apptitude Developer Tutorials / Configuring Actions
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Process Builder Training Videos
Updated on Sep 21, 2020ArticleKnowledge Base / Apptitude Developer Tutorials / Reference Materials
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Editing an Invoice
Updated on Sep 17, 2020Article1. Within the invoice, click Edit Invoice.
Knowledge Base / All Product End User Guides / Guides to Using BillingPoint
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Security Best Practices
Updated on Sep 16, 2020ArticleThis 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.
Knowledge Base / Apptitude Developer Tutorials / Administration
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Fixed Fee Invoicing
Updated on Sep 02, 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.
Knowledge Base / All Product End User Guides / Guides to Using BillingPoint
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Requesting New Client Timekeeper Rates (Bulk Upload)
Updated on Sep 01, 2020Article1. Within the Client Timekeepers list, choose Download.
Knowledge Base / All Product End User Guides / Guides to Using BillingPoint
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Building an Invoice
Updated on Aug 27, 2020Article1. Select your client from the Client dropdown menu.
Knowledge Base / All Product End User Guides / Guides to Using BillingPoint
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Credit Invoice/Credit Memo
Updated on Aug 27, 2020ArticleA sample credit LEDES file is available below; otherwise, you can use these instructions to build a credit invoice/credit memo directly in the system.
Knowledge Base / All Product End User Guides / Guides to Using BillingPoint
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Adding an Attachment to an Invoice
Updated on Aug 27, 2020Article1. Under the Invoices tab choose Invoices.
Knowledge Base / All Product End User Guides / Guides to Using BillingPoint
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BillingPoint Release Notes - Aug. 2020
Updated on Aug 27, 2020ArticleVendors now have the option to switch between the new and old LEDES workflow.
Note: This is a temporary button and will be displayed until September 30th, 2020, we highly recommend you click the button to experience our new workflow.
Knowledge Base / All Product Release Notes / BillingPoint Release Notes