ERS.NET , the new generation Expense Management System from Copitrak, builds on existing experience to offer a complete enterprise-wide system designed from the ground up on Microsoft’s .NET architecture.

As the core component to the Copitrak suite of products, ERS.NET uses industry standards such as SQL and Crystal Reports to offer complete and open functionality in the work environment.

Coupled with the new WEB based interface and WEB SERVICES, more than ever, administrators are able to view and manipulate their data.


 
The highest realization of revenues from billable expenses is a hallmark of all Copitrak products. ERS.NET is the central server controlling all Copitrak data capture and management modules. Compatible with existing Copitrak systems, ERS.NET is the cornerstone of your Copitrak system. From user and account validation and distribution, transaction collection and costing, to reporting and exporting, ERS.NET takes the experience of three generations of Copitrak server products and adds the flexibility of modern industry standard open systems to offer a true state-of-the-art solution to meet the needs of the most challenging of today’s office environments.

Industry standard Microsoft Outlook screens.
 


• SQL Database
• Automated real-time collection of all transaction data
• Operational from any desktop via Internet Explorer
• Real-time SQL connection to Client-matter table in Accounting software for immediate updating to entire Copitrak system.
• LDAP connectivity and import of User authentication information
• Complete transactions pricing subsystem
• Automatic Processing and costing of all transactions into a single SQL database.
• Automated 3rd Party invoice transaction data import modules.
• Web Based reporting tools of archived transaction data.
• Client / Server Global data mining of Account and User information for terminals and client software.
• Automated integration with Accounting/Billing software package.
• ServiceTrak module for Real-Time terminal activity monitoring.
• Email tools for automated PDF reporting and service track elements
• Communication with all Copitrak terminals via TCP/IP over the existing network configuration
• ERS.Net supports multiple offices over a LAN/WAM network environment using TCP/IP
• Complete centralized management: all functionality configured from the server
• Multi-currency support
• Supports full Unicode for universal character support
• Web interface removes need for any local software installation at the desktop
• Unlimited number of users: client matter codes and transaction storage

 
General File Importer (GFI)
The general file importer module allows you to electronically import disbursement data from 3rd party service providers such as shipping charges, online legal research systems, credit card charges, etc. This eliminates the need for manual entry and reduces errors in recording data.

  • Transactions enter the Copitrak system through the GFI
  • The system then checks each transaction for user and client matter information
  • Transactions with valid client-matter and time keeper information flow directly into the accounting system
  • Transactions with invalid client-matter or timekeeper information are presented to the staff for immediate correction through WebEdit
The following cost imports are available: LexisNexis, Westlaw, Federal Express, UPS, DHL, City Messengers Services, Calling Cards, Mobile Phone Services, Right Fax, Diners Club, American Express, Travel Charges, Car Services & others.
 


The ERS.Net system through SQL or ODBC provides powerful yet easy to manage links with the firms existing accounting and network systems to allow for the fully automated import and update of client and user information.

THE ERS.Net management system can also automatically import user authentication information by linking with firm’s existing network Active Directory Structure.

Through SQL or ODBC link or file transfer the ERS.Net system can automatically transfer billing transactions to all accounting systems including:
Elite, Aderant (CMS), e-Quinox, Acumen (Dexco), ProLaw, ESILaw, PCLaw, and many others.

This process also provides automated reporting and email functions for the financial systems personnel for batch load verification purposes. The billing system connector is configured and executed on a scheduled recurring basis as required by the firm.

System features:
  • Automatic transfer of billing data to CMS/Elite and other accounting packages
  • Real-time notification of data transfer to accounting personnel via email
  • Real-time eBatch reports that summarize transferred data by office
  • Report thresholds call attention to issues with uploaded data
  • Trend reports show trends in various types of costs
  • Ability to do SQL link with client/matter tables
  • Immediate feedback via email of success of billing transfer with group number
  • Email alert if problem occurs with upload
  • Repost mechanism to resubmit batches
  • Automatically reroute problem transactions for correcting before posting
  • Handle advanced transaction types (voucher type transactions)
  • Transaction confirmation through web interface
  • Ability to import 3rd party costs and route to accounting
Multibill Reporting
  • Copitrak billing connector notifies accounting personnel that a billing batch has been transferred
  • Included in notification is the work group or batch number assigned by the accounting software
  • Copitrak billing summary report is automatically emailed to accounting personnel and confirms the quantities and amounts by transaction type and office that were transferred to billing.
  • Report also shows the average daily upload over the previous 30/60/120 day period and automatically highlights uploads that are above or below the average by a given percent (which is user definable)
  • Grand summary page with totals from all locations and print/copy analysis is generated
Example of a typical Elite Integration workflow


 
Built on the Powerful Crystal Reports Engine, the ERS reporting engine can produce both text based and graphical reports available via a web reporting Interface.

Reports can be automated and generated to Adobe Acrobat PDF format, printed or e-mailed to a recipient.

Project based reports can be tied in directly with Monthly Services provided by Facilities Management for easy distribution with bills issued to clients.


ServiceTrak
Monitors the entire Copitrak system and notifies Copitrak support and site managers immediately if problem occurs within the system. This means that any problems will be caught immediately. ServiceTrak charts allow system managers to see, at a glance, transaction usage by transaction type, site or machine.