Enterprise Wide Cost Recovery and Expense Management
As the core component to the Copitrak suite of products, Copitrak System Software (CSS) uses industry standards such as SQL and Crystal Reports to offer complete and open functionality in the work environment. The web based interface allows administrators to view and manipulate their data from any location.
The highest realization of revenues from billable expenses is a hallmark of all Copitrak products. CSS is the central server controlling all Copitrak data capture and management modules. Compatible with existing Copitrak systems, CSS is the cornerstone of your Copitrak system. From user and account validation and distribution, transaction collection and costing, to reporting and exporting, CSS 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.
Monitors the entire Copitrak system and notifies Copitrak support and site managers immediately if a concern occurs within the system. This means that any issues will be caught immediately. Allows system managers to see, at a glance, transaction usage by transaction type, site or machine
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.
The Copitrak Billing Connector leverages the power of SQL 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 CSS management system can also automatically import user authentication information by linking with the firm's existing network Active Directory Structure.
Through an SQL link or file transfer the CSS system can automatically transfer billing transactions to all accounting systems including: Elite, Aderant (CMS), Juris, Tabs III, ProLaw, PCLaw, for the Legal industry and Deltek for the A&E Industry.
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.
Built on the Powerful Crystal Reports Engine, the CSS 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.
Copy/Print Center reports can be tied in directly with Monthly Services provided by Facilities Management for easy distribution with bills issued to clients.