Recent updates
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Appeals User Guide
Updated onArticleOnit's Appeals function offers clients and vendors a streamlined process for reconciling adjusted fees or expenses. When an invoice is adjusted during the review process, clients can efficiently resolve disputed line items by sending the invoice back to the vendor for review. The vendor can then appeal any adjustments, providing justifications or supporting documentation for their charges, or accept the adjustments and the invoice will continue processing for payment.Here, well bring you an in-depth guide on how to use the Appeals feature during the invoice process.
End User Guides ELM End User Guides Appeals
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Vendor Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Release Notes - June 2024 Minor Release
Updated onArticleFixed an issue preventing Business Rules from firing when the User Profile was updated via FushionAuth SAML Attribute update on user login. Fixed an issue with "Fields used to filter belongs to selection" not working in Forms Builder. Fixed an issue where Shadow Tables would break when a field in Wizard was duplicated. Fixed an issue causing Liquid Preview to not work when Shadow Tables were enabled.
Release Notes App Builder Release Notes App Builder Release Notes
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Spring Release 2024 (Part 2)
Updated onArticleThe Beta version of the Vendor Suite Template has been enhanced with more features and minor enhancements have been made to the Matter Suite Template, Spend Suite Template and Smart Invoice Review dashboard. These enhanced dashboards will be released to all ELM customers on June 15th, 2024.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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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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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.
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