The Winter ’19 release delivers more reports, customization and safety protocols while enhancing the user experience.
Memo Information by Date Range allows a user to enter a date range and view grouped memo information including case names, amounts, and totals for the corresponding date range.
The All Case Balance report and onscreen information display the number of days a case is funded.
Previously, the Online Funding Request Confirmation report opens in a new tab once a client clicks submit. Closing the tab causes the report to disappear, and users no longer had access to the report. To solve the problem, The Reprint a Funding Request drop-down menu was created and added to the Reprints category on the reports page. Users now have the option to Reprint a Funding Detail report or Reprint a Funding Request.
Users may click the pending payment button while on the payoff screen. A listing of any pending payments will appear on a new screen. Adding a “Back” button makes the screen more user-friendly and retains any case selections before clicking the pending payments button.
Previously, users could not schedule a full payoff on a case that already had a payment pending. An error message appears, preventing the submission of another payment. Accounting either posts the payment or closes the payoff quote, removing the error message allowing another full payment on the same case. Until now, this safety function did not pertain to partial payments or working capital payments. Partial payments and full payoffs are separate processes that did not communicate with one another. Now, if a user tries to schedule a partial payment and then a full payoff on the same case, they will see an error message and cannot proceed. It does not matter what sequence users attempt to schedule payments on the same case. Users will not be allowed to proceed until the original payment posts, or accounting closes the full payoff or partial paydown. The new code applies to both case expense and working capital case types. Helping help prevent incorrect payoff quote balances, short pays or overpayments.
The payoff upload function requires an XLS file type. However, the portal was not accepting this file type. A correction now allows any XLS formatted file upload.
Previously, the payoff quote retention timeframe was 30 days. The retention period is now 60 days on any payoff quote.
The QuickBooks categories labels were incorrect, showing QuickBooks General. Now the categories show QuickBooks General and QuickBooks Desktop.
Four new QuickBooks Online tutorials are now in the portal: Creating a Custom Summary Report, Recording the Funding Request Deposit, Paying the Monthly Invoice, Paying Off a Case and Allocating Fees.
How to Process Fundings Online tutorial with the new branding replaced the existing tutorial.
The 2019 office and bank holiday schedule notifications will alert users when the office or banks are closing which may delay payments and funding requests. All 2019 holiday dates and each corresponding web portal notifications are complete.
The 2019 monthly AdvoTrac® server patch maintenance notifications, which shuts down the portal for two hours, are set for the year.
Before the rebranding, a restricted user would see the “My Profile” page upon login. However, with the rebranding, the “My Profile” page was moved to the admin tab, and only admins have access to the admin tab. To fix this problem, if a user has restricted access, upon login they will land on a newly designed Welcome page. If the restricted user clicks on a tab they do not have access to they will see an error message that includes the firm administrator’s name.
The notifications page contains “Continue to Account Summary” button. The button now reads “Continue” since different users will land on different pages.
The payoff and funding upload templates contain URLs to training videos. Locking the cells prevent the URL from opening. Unlocking the URL cells on the templates allowing the videos to open, and replace the templates in the portal.
The AdvoTrac® logo in the portal is now clickable. Clicking the logo returns the user to the “Account Summary” page.
The maintenance and down fail over pages, which appear when the portal isn’t operational, now match the rebranding of the portal — keeping consistency with the portal, ACI website and marketing materials.