The Payments to Professionals report summarizes disbursements made to “Administrative Claimants,” such as attorneys, auctioneers, bookkeepers, etc. The report includes stopped and voided checks in the total if the check was created before but stopped or voided after the cutoff date.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘UST Forms’ tab and select ‘Payments to Professionals’ from the Print Reports screen to invoke the Summary of Payments to Professionals screen.
Generating the Report
From the Summary of Payments to Professionals screen, populate the following fields:
- Trustee: Select by Trustee number or ‘-All-‘.
- Case: Select by Case number via the drop-down menu.
- Date Range: Enter the appropriate date range. For example, to run a report covering all of tax year 2016, enter the date range 01/01/2016 – 12/31/2016.
- Fees Only: You can select this checkbox to report only on fees paid, rather than fees and expenses.
- Chapter 7 Only: Select this checkbox if you wish to exclude Chapter 11 or 13 fees and/or expenses paid.
Printing the Report
From the Summary of Payments to Professionals 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.
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.