We are excited to share that Advocate Capital, Inc. recently enhanced the reporting capabilities within AdvoTrac®! Clients use AdvoTrac® on a daily basis to submit funding requests, process online payments, run Payoff Reports, reprint past invoices and research case balance information. We have increased the reports available by creating a new Reports Tab. The Reports Tab includes the following new reports:
- Reprint the detail of a past funding.
- Reprint a recently requested Payoff Report.
- Print a receipt from an online payment.
- View transaction summary reports.
- View transaction detail reports.
Feedback is very important to us and these improvements were made based on recommendations received from our growing client base.
We hope that these new reports serve as useful tools in helping you efficiently manage your account with us. Whether you’re a regular user of AdvoTrac® or are just getting started with our program, be sure to check out the new reports that are now available at your fingertips! If you are not yet using AdvoTrac® and would like to start accessing your account information online, please contact our Accounting Team at Accounting@AdvocateCapital.com or 615.577.5448.
Kelly A. O’Leary, CPA, CGMA, MBA, CITP, CIA, CFE
Vice President, Finance and Administration