This report shows the payment status of all cases for a particular 341(a) meeting, but it can also be run for multiple meetings. Additionally, it can be tailored to display closed cases (by close date or NDR date) within a date range with a listing of the total amount paid and unpaid fees earned in a specific period.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Case’ tab and select ‘Fee Payment Status’ from the Print Reports screen to invoke the Parameters for Fee Payment Status screen (shown below).
Generating the Report
From the Parameters for Fee Payment Status screen, populate the following fields:
- Trustee: Select by Trustee number or ‘-All-‘.
- Asset Type: Select either ‘Both’, ‘Asset’ or ‘No Asset’ via the radio buttons.
- Sort By: Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
- Report Type (box with five options):
- Case Listing Based on 341 (a) Dates: Select this radio button option to print a report of all No Asset cases with a 341(a) or Continued date within a date range (entered by the user via the text fields provided). This option will list the payment status of all cases for a particular 341(a) meeting, but it can also be run for multiple meetings.
- Fees Earned: Select this radio button option to print a report of closed cases (by close date or NDR date) within a date range (entered by the user via the text fields provided). This report lists the total amount paid and unpaid fees earned in a specific period.
- Fees Paid: Select this radio button option to print a report of the total amount of fees actually paid within a date range (entered by the user via the text fields provided).
- Fee Payments Outstanding: Select this radio button option to print a report of closed cases (by close date or NDR date) within a date range (entered by the user via the text fields provided) that are unpaid as of a certain date. This report tells you what the unpaid fee aging totals are for closed cases in a specified period (‘Unpaid As Of mm/dd/yyyy (user populated), ‘Grace Period xxx Days’ (user populated)).
- IFP Cases: Select this radio button option to print a report of closed In Forma Pauperis (IFP) cases (by close date or NDR date) within a date range (entered by the user via the text fields provided).
Printing the Report
From the Parameters for Fee Payment Status screen, select from the following options:
- Preview: This button enables you to view the report before printing.
- Print: 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.
- More Options>>:
- Use NDR Date for payment due (when Final Decree and Closed Date are both empty): Mark this checkbox if you would like the system to use the NDR date when a Final Decree or Closed Date are missing.
- Per Case Fee: Change the per case fee rate as applicable in the ‘Per Case Fee’ text field.
- Report Title: Select an appropriate Report Title (defauled to ‘Fee Payment Status’).
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.