Accessing the Report

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

Generating the Report

From the Parameters for Payments to Claims screen, populate the following fields:

• Trustee:  Select the Trustee number or ‘-All-‘.
• Case:  Select the Case number via the drop-down box.
• Claim:  Select the Claim number or ‘-All-‘.
• Category:  Select the Category number or ‘-All-‘.
• Date Submitted:  Select the date the claim was submitted.
• Sort by:  Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
• Distribution:  Select either ‘All disbursements’, ‘Disbursements tied to claims’ or ‘Disbursements not tied to claims’ via the radio buttons.
• Include Claims not tied to a disbursement:  Select this checkbox if you wish to include Claims that are not tied to a disbursement in your report.
• Include TFR Cases:  Select this checkbox if you wish to include TFR cases in your report.
• Include closed cases  Select this checkbox if you wish to include closed cases in your report.
• Report Title:  Select an appropriate report title (default is Payments to Claims).

Printing the Report

From the Parameters for Payments to Claims 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.