...
Copitrak/Equitrac will need to provide SmartAdvocate with a report of data collected. Typically it will be in the following format:
Invoice Date | Entered/ | Date | Num | Name | Source Name | Memo | Account | Debit | Extra |
11/2/2020 | 11/2/2018 | 11/2/2018 | 311502 |
| CBAUR03 | Medical | BW Copies | 1.8 |
|
10/31/2020 | 11/2/2018 | 10/31/2018 | 329671 |
| CCDTC02 | Expert | Color Copies | 0.25 |
|
11/2/2020 | 11/2/2018 | 11/2/2018 | 301661 |
| POSTAURR | Client | Postage | 0.89 |
|
All case costs Copitrak/Equitrac sends will be automatically uploaded to the case’s disbursement screen:
...