The Claims Proposed Distribution report should also be run after claims have been allocated.

Accessing the Report

From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Claims’ tab and select ‘Claims Proposed Distribution’ from the Print Reports screen to invoke the Parameters for Claims Proposed Distribution screen (shown below).

Generating the Report

From the Parameters for Claims Proposed Distribution screen, populate the following fields:

• Trustee:  Select the Trustee number or ‘-All-‘.
• Case:  Select the Case number via the drop-down box.
• Sort by:  Select either ‘Priority’, ‘Name’ or ‘Number’ via the radio buttons and ‘Subtotal by Claim Type’ via a checkbox.
• Include Admin Claim Description:  De-selecting this option shortens the report by listing only the name of Administrative claimants, rather than a description, such as “Fees-Trustee ( Ch. 7)”.
• Print Claim No. For Admin. Claims:  Select this checkbox of you wish to include the Claim Number for Administrative Claims in the report.
• Print Claim Memo  Select this checkbox if you wish to include the Claim Memo in your report.
• Exclude Claims With No Proposed Payments:  Select this checkbox if you do not wish to include Claims with No Proposed Payments in your report.
• Exclude Objected Claims:  Select this checkbox if you do not wish to include Objected Claims in your report.
• Exclude Disallowed Claims:  Select this checkbox if you do not wish to include Disallowed Claims in your report.
• Exclude Scheduled Claims:  Select this checkbox if you do not wish to include Scheduled Claims in your report.
• Report Title:  Select an appropriate report title (default is Claims Proposed Distribution).

Printing the Report

From the Parameters for Claims Proposed Distribution screen, select from the following options:

• Preview:  Selecting this button enables you to view before printing.
• Print:  Selecting this button sends the report to the default printer.
• To PDF:  This button prints the report to PDF and saves a copy to Document Management.
• Cancel:  This button undoes any changes and cancels the print job.
• Save Defaults:  This button sets the current field selections as the default each time this report is accessed.