The Spring ’19 release contains web portal screen modifications, forms and up to date tutorials.
The Account Manager name and contact information appear on the Account Summary screen. This information is dynamic and will display the proper Account Manager for each client.
Forms in the Help Tab
Blank ACHs and Request for Loan Advance forms are now available under the Help tab. The Request for Loan Advance form will populate the firm name, address and date but the amount is blank. Hovering over the form name will change the text color to cooper indicating which form a user is about to open. All forms will open in a new tab and a PDF format. Forms will not open if a user has a pop-up blocker enabled on their browser.
Administrators create, modify and delete their users’ profiles including their own. By disabling the delete function and adding an error message for administrator profiles only we prevent an administrator from accidentally deleting their profile and their account.
Previously, when an administrator changes their account information they couldn’t tell if their changes were successful because the confirmation line appears below the instruction paragraph. Now, when an administrator submits changes the instruction paragraph disappears and only the confirmation line appears.
The steps on the funding request screen are unclear. Some users are bypassing the “add” button and click the “submit” button instead and when nothing happens they contact us. To help guide users on what to do, now the “add” button is green and is below the memo pick-list fields. The “submit” and “I agree” checkbox and button do not appear until after clicking the “add” button. The instructional sentence is changing to include, “To process a funding request, please select the options below and then click the add button. We are adding the applicable training material to the funding screen.
Working Capital clients will now see their Working Capital availability when submitting a Working Capital funding request.
If a funding request contains closed cases Accounting follows up with the client for direction on the closed cases. The notification Accounting receives now contains the new dollar amount from the funding request per closed case.
On occasion an Excel funding request includes a $0.00 amount within the Excel file. Accounting contacts the client for direction which may cause a delay in the funding. Now, AdvoTrac will omit any $0.00 funding requests.
The Working Capital Fee payment receipt was running into a runtime issue if the firm name was too long. The parameters are now up to date, allowing clients to run the Working Capital Fee payment receipt.
When clients pay and close a case and then reopen a case AdvoTrac appends the case name with (Reopened). However, the client doesn’t necessarily change the case name in their case management software. When they submit a new funding request, after reopening a case, AdvoTrac sees the new funding as a closed case. Accounting then sends an email asking the client if they would like to reopen the case, but they’ve already reopened it. Now, AdvoTrac will perform a case match on open cases first, then again with (reopened) at the end and then closed cases, avoiding a delay in funding.
The Case Balance report format is changing, reducing the header text and removing the AdvoTrac logo which was causing cells to merge preventing a user from sorting the report. These changes are showing in both PDF and Excel versions. Users should remove the header row before they proceed with sorting the Excel file for best results.
The Payment video tutorials and PDF instructions are current with the portal rebranding Payoff Cases Online, Process a Partial Principal Payment, Process a Payoff for Information Only, Payoff Upload.
The Web Portal Administrator Tutorials Two Factor Authentication, Create a User, Modify or Unlock a User are up to date with current branding. The video tutorials and step by step PDF instructions are replacing the out of date versions.
QuickBooks Desktop tutorial “Custom Funding Report” title is changing to “Creating a Case List for Funding.”
QuickBooks Online tutorial “Creating a Custom Summary Report” title is changing to “Creating a Case List for Funding.”
The “Paying the Working Capital Fee” tutorial will only be visible for clients with a Working Capital line of credit. We are keeping all other tutorials regardless of permission because the tutorials may encourage a firm to sign up for a function they may not have or training materials for new firm staff or back up coverage.