Recent updates
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Release Notes - September 2021
Updated onArticle- You can now preview a Raw Transaction Filter while you're creating it. Click the Preview button to get a look at the transaction grid of your app with your filter applied.
Release Notes App Builder Release Notes App Builder Release Notes
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Configure a New Currency
Updated onArticle1. Select Master Settings under the client dropdown.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Home Screen
Updated onArticleOnce in, you will see the home screen. You will see a few tabs to click on. The one you are looking for is Checklists (Beta), but let's describe the others real fast:
- Queue - Here, you will see all the reviews that your organization has run
- Batch Upload - This is the outdated Projects Tab.
- Projects - This is how you use our Extract AI Tool (only visible if you have ExtractAI).
- Workflows - Where you create automated reviews via email
- Checklists - The home for your organization's AI-assisted Checklists. You can Upload New, Update, Rename, Delete, and Download Checklists from here.
- Playbook Manager - This is where we need to be. Here you will find the Playbook Manager. You can Create, Edit, Duplicate, and Delete Checklists from this tab.
Catalyst for Contracts End User Guides Playbook Manager Playbook Manager
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French BillingPoint User Guides
Updated onArticle- Premiers pas avec BillingPoint (Getting Started with BillingPoint)
- Contacter l’assistance pour BillingPoint (Contact BillingPoint Support)
- Affaires (Matters)
- Télécharger un fichier de factures LEDES (Uploading a LEDES Invoice File)
- Créer une facture (Building an Invoice)
- Modifier une facture (Editing an Invoice)
- Mettre à jour/annuler une facture en attente d'approbation (Updating/Voiding a Pending Approval Invoice)
- Nouvelle soumission d'une facture contestée (Resubmitting A Disputed Invoice)
- Facture de crédit/note de crédit (Credit Invoice/Credit Memo)
- Facturation forfaitaire (Fixed Fee Invoicing)
- Remises/ajustements au niveau d’une facture (Invoice Level Discounts/Adjustments)
- Ajouter une pièce jointe à une facture (Adding an Attachment to an Invoice)
- Factures de TVA (VAT Tax Invoices)
- Validations et mappages fiscaux (Tax Validations & Mappings)
- Télécharger la liste des factures (Download Invoice List)
- Ajout d'un nouveau chronométreur (Adding a New Timekeeper)
- Modification d'un profil de chronométreur (Editing a Timekeeper Profile)
- Modification d'un profil de chronométreur (téléchargement groupé) (Editing a Timekeeper Profile (Bulk Upload))
- Archivage d'un chronométreur inactif (Archiving an Inactive Timekeeper)
- Demander un nouveau tarif Client de chronométreur (Requesting a New Client Timekeeper Rate)
- Demande de nouveaux tarifs Client de chronométreur (Téléchargement groupé) (Requesting New Client Timekeeper Rates (Bulk Upload))
- Visionnement des commentaires sur les tarifs (Viewing Comments on Rates)
- Nouvelle soumission d'un tarif Client contesté de chronométreur (Resubmitting a Disputed Client Timekeeper Rate)
- Nouvelle soumission d'un tarif Client contesté de chronométreur après la mise à jour du profil du chronométreur (Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile)
- Annulation d'un tarif Client contesté de chronométreur (Voiding a Disputed Client Timekeeper Rate)
- Tarifs des chronométreurs de la matière verrouillée (Locked Matter Timekeeper Rates)
- Chronométreurs au niveau d’une affaire (Matter Level Timekeepers)
- Soumettre un budget pour la durée de vie d’une affaire (Submitting a Life of Matter Budget)
- Demander un budget supplémentaire pour la durée de vie d’une affaire (Requesting Additional Life of Matter Budget)
- Remises échelonnées sur volume (Tiered Volume Discounts)
- Affaires à tarifs pondérés (Blended Rate Matters)
- Mise à jour d'un emplacement de bureau (Updating an Office Location)
- Ajout d'un nouvel utilisateur (Adding a New User)
- Changer la langue de BillingPoint (Changing BillingPoint Language)
- Navigateurs pris en charge ( Supported Browsers)
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Spanish BillingPoint User Guides
Updated onArticle- Cargando una Factura (Uploading a LEDES Invoice File)
- Construtendo Una Factura (Building an Invoice)
- Editando una Factura (Editing an Invoice)
- Construtendo de Una Factura de Tarifa Fija (Building a Fixed Fee Invoice)
- Agregando un Adjunto a una Factura (Adding an Attachment to an Invoice)
- Añadiendo un Nuevo Cronometrador (Adding a New Timekeeper)
- Solicitando una Nueva Tarifa (Requesting a New Client Timekeeper Rate)
- Reenviando una Tarifa Disputada (Resubmitting a Disputed Client Timekeeper Rate)
- Actualización de la Ubicación de Una Oficina (Updating an Office Location)
- Cambiar la Configuración de Idoma (Changing BillingPoint Language)
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Japanese BillingPoint User Guides
Updated onArticle- BillingPoint 入門 (Getting Started with BillingPoint)
- BillingPoint サポートに連絡 (Contact BillingPoint Support)
- 案件 (Matters)
- LEDES 請求書ファイルのアップロード (Uploading a LEDES Invoice File)
- 請求書の作成 (Building an Invoice)
- 請求書の編集 (Editing an Invoice)
- 承認待ち請求書の更新・無効化 (Updating/Voiding a Pending Approval Invoice)
- 異議申立請求書の再提出 (Resubmitting A Disputed Invoice)
- 信用請求書・信用メモ (Credit Invoice/Credit Memo)
- 固定料金請求書の作成 (Fixed Fee Invoicing)
- 請求書レベル割引・調整 (Invoice Level Discounts/Adjustments)
- 請求書に添付資料を追加 (Adding an Attachment to an Invoice)
- VAT税金請求書 (VAT Tax Invoices)
- 税批准&マッピング (Tax Validations & Mappings)
- 請求書リストのダウンロード (Download Invoice List)
- 新しいタイムキーパーを追加 (Adding a New Timekeeper)
- タイムキーパープロファイルの編集 (Editing a Timekeeper Profile)
- タイムキーパープロファイルの編集(バルクアップロード)( Editing a Timekeeper Profile (Bulk Upload))
- 無活動のタイムキーパーのアーカイブ (Archiving an Inactive Timekeeper)
- 新規クライアントタイムキーパーレートの依頼 (Requesting a New Client Timekeeper Rate)
- 新規クライアントタイムキーパーレートの依頼(バルクアップロード)(Requesting New Client Timekeeper Rates (Bulk Upload))
- レートに関するコメントを閲覧 (Viewing Comments on Rates)
- 異議申立クラインとタイムキーパーレートの再提出 (Resubmitting a Disputed Client Timekeeper Rate)
- タイムキーパープロファイル更新後の異議申立クライントタイムキーパーレートの再提出 (Resubmitting a Disputed Client Timekeeper Rate After Updating Timekeeper Profile)
- 異議申立クライアントタイムキーパーレートの無効化 (Voiding a Disputed Client Timekeeper Rate)
- 固定案件タイムキーパーレート (Locked Matter Timekeeper Rates)
- 案件レベルタイムキーパー (Matter Level Timekeepers)
- 案件生涯予算の提出 (Submitting a Life of Matter Budget)
- 案件生涯予算の依頼 (Requesting Additional Life of Matter Budget)
- 段階的ボリューム割引 (Tiered Volume Discounts)
- 混合レート案件 (Blended Rate Matters)
- オフィス所在地の更新 (Updating an Office Location)
- 新規使用者を追加する (Adding a New User)
- BillingPoint言語を変更する (Changing BillingPoint Language)
- サポートされるブラウザ (Supported Browsers)
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Ajout d'un nouveau chronométreur (Adding a New Timekeeper)
Updated onArticle1. Dans les Master Settings [Paramètres principaux], sous l'onglet Timekeeper [Chronométreur] dans la barre bleue supérieure, sélectionnez soit New Timekeeper [Nouveau chronométreur], soit Manage Account Timekeepers [Gérer les chronométreurs du compte].
End User Guides BillingPoint End User Guides French Guides to Using BillingPoint
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Demander un nouveau tarif Client de chronométreur (Requesting a New Client Timekeeper Rate)
Updated onArticle1. Sélectionnez votre client dans le menu déroulant Client.
End User Guides BillingPoint End User Guides French Guides to Using BillingPoint
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Navigateurs pris en charge ( Supported Browsers)
Updated onArticleToutes les pages d'administration/de configuration d'Onit (y compris la page de conception avancée d'une application) ne prennent en charge que Google Chrome. lew autres navigateurs ne sont actuellement pas pris en charge pour ces pages.
End User Guides BillingPoint End User Guides French Guides to Using BillingPoint
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Factures de TVA (VAT Tax Invoices)
Updated onArticleExigences relatives aux factures de TVA
End User Guides BillingPoint End User Guides French Guides to Using BillingPoint