Recent updates
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Release Notes - February 2021
Updated onArticle- The "Used In" section for an Action now expands to include Run Action on Transactions.
Release Notes App Builder Release Notes App Builder Release Notes
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Archiving an Inactive Timekeeper
Updated onArticle1. Select Master Settings from the Client dropdown menu.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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BillingPoint Release Notes - March 2021
Updated onArticle- Vendors are able to create a new user through their BP account and send a registration email without error.
- Spot rates now correctly update on the BAR when the user changes the invoice/Matter currency.
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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ELM Release Notes - March 2021
Updated onArticle- When a client attempts to change the matter currency on the Matter screen, the following message will display:
- “Please fill out the support ticket to request that the new matter currency be applied to all pending invoices on this matter. Note that the invoice currency will only be changed if the associated invoices does not have Paid status. [support ticket link].”
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- When a client attempts to change the matter currency on the Matter screen, the following message will display:
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Navigating Dashboards
Updated onArticleEnd User Guides Guides to Using Onit The Onit Environment
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An Introduction to Matter Records
Updated onArticlePlease note your Onit environment may be configured differently. This tutorial is intended as a general reference guide.
End User Guides Guides to Using Onit The Onit Environment
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Homepages vs. Dashboards
Updated onArticleThe biggest difference between environment setup is based on whether or not a Suite is used in an environment’s configuration.
A Suite is a customized display of the most important information across your environment and contains Widgets, which are used to organize relevant data. You may have a Counter Widget that tallies the number of invoices pending your approval, for instance.
Your environment may or may not have been configured with a Suite. You can tell whether your environment has a Suite configured for it depending on whether you land on the Homepage or on a Dashboard page when you first enter your environment.
If you don’t have a Suite, you’ll be able to view and navigate to every App in your environment via the Homepage. Users in an environment with a Suite will alternatively make use of the widgets provided. (Both types of environments also provide Navigation Menus for navigating an environment. More on Navigation Menus later.)
End User Guides Guides to Using Onit The Onit Environment
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ELM Release Notes - Feb. 2021
Updated onArticle- When reposting an invoice from BillingPoint the invoice, legal entity, and allocation codes will be associated to a new matter in ELM.
- “Contacts/Involved Parties” tab has been changed to “Contacts” in the Matter App.
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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BillingPoint Release Notes - Feb. 2021
Updated onArticle- Default payment term changed to 30 days from invoice date for manual and LEDES invoices.
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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ELM Standard Reports Release Notes - January 2021
Updated onArticle- Update the character limit for data sent to the warehouse
- Update hours field on timekeepers
- Resolved inconsistent timekeeper rate columns coming from BillingPoint
- Styling updates to the savings reports
Release Notes ELM and BillingPoint Release Notes ELM Standard Reports Release Notes