Recent updates
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ELM Release Notes - November 2023
Updated onArticle- Invoice New View Updates
- Custom user settings for viewing invoices
- Loading speed optimization
- Line-item descriptions are selectable
- Submission Date now listed on Invoices
- Line-item descriptions now break to a new line at the end of a word
- Budget field on Invoice New View updated to display new externally collected budgets
- Timekeeper diversity data will no longer be transmitted from BP to ELM if the client has not signed an Instruction Letter; diversity reporting will still be available at the aggregate level
- Ability for the client to adjust a timekeeper’s Effective Date when utilizing the previous functionality to adjust the Proposed Rate
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- Invoice New View Updates
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ELM Release Notes - February 2024
Updated onArticle- Remember users Line-Item Column widths in Invoice New View
- Removed the Vendor tab on Invoice New View
- Within an invoice, capture enable/disable adjustments in the audit history
- Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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Matter Level Timekeepers
Updated onArticleThese instructions only apply to matters with a Matter Level Timekeepers fee arrangement.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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BillingPoint Release Notes - February 2024
Updated onArticle- Ability to add an attachment on Client Timekeeper Rate Request
- Bulk upload review page added for the Matter Level Timekeeper fee arrangement
- Added collapsibility of subsections in audit histories
- Closed matters can still be viewed on historical accruals process where accruals were submitted
- Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement
- When timekeeper rate requests are submitted in bulk, submission is sent in batches on the backend to reduce errors
- System now utilizes the Money Gem for use in currency rounding
- Integration with eBillingHub now uses APIs of the new LEDES workflow
- Tiered Volume Discounts (TVD) 2.0
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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Migrating an App from the Wizard to Forms Builder
Updated onArticleMigrating from the Wizard to Forms Builder (FB) occurs by migrating each app individually. Bulk migration is not available.
Visual Forms Builder Visual Forms Builder Getting Started
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API Reference
Updated onArticleRest API used in Integrations
Reference Materials App Builder API Documentation API Reference and Examples
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Training Videos
Updated onArticleEnd User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Beta Features
Updated onArticle- Apps Receive Emails - Assigns an email address to the App and allows the App to receive emails via the email address, which then results in creation of a new atom. Find some more details in this tutorial.
- Background Email Notifications - Email notifications will not show in the activity panel.
- Badges - Enables the use of badges in the App. See Using Badges to Enhance App Orchestration Visibility and Workflow for more information.
- Buffered Layouts - Allows App to buffer load (i.e., preload) dashboard layouts for faster page load.
- Launch Wizard in Drawer - When enabled this feature launches Apps in a side drawer instead of in a pop-up style.
- Solution Packaging - This feature enables Solution Packaging. This feature is no longer considered beta.
- Enable Process Builder from Advanced Designer - This feature enables launching Process Builder from within the Advanced Designer.
- Enable Visual Form Builder from Advanced Designer - This feature enables launching the Visual Form Builder form within Advanced Designer.
- Enable Outlook Plugin - Allows you to create Office Extensions, to support the Onit plugin in Outlook. See Configuring the ONIT Outlook Add-In 2.1.
- Hide Business Logic Buttons in Advanced Designer - This setting hides the nodes in the Designer for Actions, Business Rules, Buttons, and Conditions, thereby forcing App creators to use Process Builder.
- Preload Transaction Counts for App Panels- This setting preloads the number of Records (including Related Records and Sibling Records). Without this setting turned on the Record count will first display 0 and then update the count.
- Color-Coded Suite visualizations - Allows you to force certain labels in pie charts to correspond to a given color. See Setting Colors.
- Enable Translations - reveals the Language page in the admin section.
- Advanced Visualizations - This feature enables suite-dashboard level filters. This feature requires Enable LPM Features to be enabled.
- Enable Collapsible Atom Side Panels - Activity and Participant sections become collapsible.
Developer Tutorials and Materials App Builder Developer Tutorials Beta Features
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How to Add an Embedded Grid to Public Views
Updated onArticleIn addition to the default Embedded Grid Form selected on the Form Assignments page, System Administrators can set different Embedded Grid Forms for different Public Views.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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How to Create an Embedded Grid
Updated onArticleEmbedded Grid Forms allow users to quickly edit records directly from the App Dashboard.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials