Recent updates
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Editing an Invoice
Updated onArticle1. Within the invoice, click Edit Invoice.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Building an Invoice
Updated onArticle1. Select your client from the Client dropdown menu.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Credit Invoice/Credit Memo
Updated onArticleA sample credit LEDES file is available below; otherwise, you can use these instructions to build a credit invoice/credit memo directly in the system.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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BillingPoint Release Notes - Aug. 2020
Updated onArticleVendors now have the option to switch between the new and old LEDES workflow.
Note: This is a temporary button and will be displayed until September 30th, 2020, we highly recommend you click the button to experience our new workflow.
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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Invoice Level Discounts/Adjustments
Updated onArticleThere are two options for apply discounts/adjustments to an invoice. Which type you use will depend on the type of discount/adjustment what your client wants to see on the invoice.
These instructions are for an invoice level discount/adjustment, which is applied as an individual line item.
Discounts/adjustments should be entered as negative numbers in order to reduce the invoice total.End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Release Notes - August 2020
Updated onArticle- Listcombo Fields have a new option: Use Facet Filtering. This makes the Listcombo available for the new filtering mode described below.
Release Notes App Builder Release Notes App Builder Release Notes
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ELM Standard Reports Release Notes - v2.5 July 2020
Updated onArticleMTE Based - ELM Standard Reports are now based on the Multiple Table Extract (MTE) feature in Tableau. This feature ensures that the underlying design of the standard data sources is suitable for easy customizations when new fields are added in Matters, Vendors and Invoices Apps in Onit. This design also ensures that the data sources are no longer restricted to show only Matters that have Invoices.
DW Refresh Date - The ELM Standard Reports header now show the actual date the data was refreshed in the data warehouse. In previous versions, the date in the report header was based on the maximum of the “updated at” date in the Matters App.
Line Item Inactive Filter - An additional filter “Line Item Inactive” has been added to the new MTE based standard data sources. Line items marked as inactive (Line Item Inactive value of 1) in Billing Point do not get included in the data source.
Release Notes ELM and BillingPoint Release Notes ELM Standard Reports Release Notes
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Getting Started with BillingPoint
Updated onArticleOnboarding activites are required to be completed for each client you are invoicing via BillingPoint.
Once you have completed the onboarding steps required for your client, a registration email will be sent to the main contact used during the onboarding process. Your company specific login domain will be provided in the registration email.End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Liquid Variables, Filters, and Tags
Updated onArticleNew to Liquid? We recommend checking out our Crash Course on Liquid article first before you dive into these scripts.
The Liquid markup language can be leveraged in some very powerful ways to enhance business solution workflows in Onit; we recommend our Crash Course on Liquid as a good primer if you're just getting acquainted with the language, but that article just skims the surface of Liquid's potential.
Below we've documented a handful of the Liquid scripts we find ourselves commonly using, as well as some long-winded scripts we don't care to rewrite from scratch when building Apps.
Reference Materials Liquid Variables, Filters, Calculations, Tags, and Examples Resources
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App Builder Objects Interactive Diagram
Updated onArticleWhen writing Liquid, it can be hard to remember all of the objects that you have available. The diagram below serves as a reference guide.
For example, let’s say you're building a workflow where an Action should fire when a comment contains the word solved. Using the diagram below, you’ll learn that you can easily access a comment’s contents using comments.message object.
Here’s a quick breakdown of the colors used within the diagram:
- The blue boxes represent the highest-level objects that you have available. Specifically, the Record that Liquid is running against and the current Onit User.
- The red and green boxes represent objects that live within a Record or a User. The red boxes represent objects that return arrays (e.g., an array of different discrete comments) while the green boxes represent objects that return a single value. When writing Liquid against arrays, you will almost always use a Liquid for Loop to iterate over each value in the array.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials