Recent updates
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OnitX Legal Holds Management 3.5 Release Notes
Updated onArticleAs part of the Legal Holds Management 3.5 release, we have improved performance and responded to customer feedback to improve our Custodian Intake and Notification Approval workflows as well as our Preservation Logs.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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How to Request a Budget from a Vendor (Legacy)
Updated onArticleWhen a vendor is assigned to a matter you have the option to request a budget from the vendor.
End User Guides ELM End User Guides Budgeting
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How to Create a Budget Template (Legacy)
Updated onArticleRecords on the Budget App can serve as templates for future budgets. To create a new Budget template, launch the Budget App and click the Is Template radio button.
End User Guides ELM End User Guides Budgeting
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Overview of Budgets in Onit (Legacy)
Updated onArticleWhen it comes to storing budget and spend information, Onit is able to do so at either the overall-level (life of the matter), or monthly, quarterly, or yearly. Within any of these time ranges, Onit can optionally further break up the data by fees versus expenses or they can be grouped together. For granular budgeting (life-of-matter, annual, quarter, etc.), there are a number of configuration tasks that you should usually complete. Some of the below are a few hard-fast rules, while others are general recommendations/FYIs that you should be aware of.
End User Guides ELM End User Guides Budgeting
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Budget Collaboration via BillingPoint
Updated onArticleOnit’s new Budget feature provides an efficient, collaborative way to submit requested budgets within BillingPoint. In this how-to guide, you’ll get a step-by-step overview of how to work with the Budget feature within BillingPoint. 1. When the budget is requested the specified Vendor Billing Contact will receive an email that looks like this (and all users will see the budget request in their BillingPoint account).
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Accruals Collaboration via BillingPoint
Updated onArticleOnit’s new Vendor Accrual Collaboration feature provides a more streamlined, collaborative, and user-friendly experience that seamlessly connects to BillingPoint. This guide provides a step-by-step overview of how to work with this accrual feature within BillingPoint. 1. When the accrual request opens the specified Vendor Billing Contact will receive an email that looks like this (and will also see the accrual request in the BillingPoint account):
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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PDF to Invoice Conversion
Updated onArticleThe PDF to Invoice Conversion feature on BillingPoint helps convert simple PDF invoices into a digital format. Here, we will provide a step-by-step user guide for this helpful tool. IMPORTANT NOTE: This converter may not perform optimally with complex invoices and may require manual corrections. Use is completely optional. Any inaccuracies remain your responsibility to adjust. Below is a sample invoice file.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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ELM Release Notes - May 2024
Updated onArticleTiered Volume Discounts (TVD) 2.0 Added a new “Recalculate Total Spend” option for users to employ on the vendor discounts listing page. Users can now delete tiers within a vendor discount structure; this is in case there are too many tiers added or the tier structure changes and the user does not want to set up a new discount. On the vendor discount listing page, users now have an option to “Clone” a vendor’s TVD structure; this is especially helpful for vendor discount structures that stay the same from one year to another (with only the start/end dates and perhaps the tier percentages changing). Onit’s Customer Success and Vendor Services teams can now bulk upload TVD structures using Excel. Support users can now download the TVD template (before uploading anything) on the upload screen for bulk TVDs. Vendor search in TVD tab now stays populated with the original search term after editing the vendor or managing tiers. Refreshed look for timekeeper rate and vendor discount pages; now full-screen and responsive with updated fonts for a better user experience. Users can now adjust by the billed rate or units when making bulk line-item invoice adjustments. Multiple adjustments can be removed or applied in bulk – even for differing reasons – for line-item and invoice-level adjustments. After resubmitting matter-level timekeeper Billing Authorization requests, new changes to the requests (newly added timekeepers or rates for pre-approved timekeepers with newly submitted rates) are now highlighted in blue. This enables matter managers to focus solely on the changes made rather than reviewing the entire request. Items stay highlighted while the Billing Authorization request is pending approval. If available, the custom staff class shows up on all versions and phases of a Billing Authorization request. Included additional approval information (date/timestamp, final approval date) as options on the invoice PDF.
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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BillingPoint Release Notes - May 2024
Updated onArticleAbility for law firm vendors without LEDES capabilities to upload a PDF invoice for data extraction and eventual submission to client. A walk-through of this feature can be viewed here. Vendor users can now see which clients are “disabled” (still need to pay the subscription fee) without going through the submit invoice/timekeeper rate process; disabled clients will display “Disabled” next to their names in the Switch Client dropdown menu. If a tiered-volume discount is incorrectly entered into the system (not matching the system-calculated discount), the user-entered value can be automatically adjusted per client request. After resubmitting matter-level timekeeper Billing Authorization requests, new changes to the requests (newly added timekeepers or rates for pre-approved timekeepers with newly submitted rates) are now highlighted in blue. If available, the custom staff class shows up on all versions and phases of a Billing Authorization request. “Address 1” and “Address 2” fields are now in separate invoice lines, making it easier for vendors to match legal entity information. API users can no longer log into BillingPoint accounts directly and manually submit invoices; added a new user type for BillingPoint API users.
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.
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