Accessing the Report

From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Other’ tab and select ‘A/R Status Report’ from the Print Reports screen to invoke the Parameters for A/R Status Report screen (shown below).

Generating the Report

From the Parameters for A/R Status Report screen, populate the following fields:

• Trustee:  Select the Trustee number or ‘-All-‘.
• Case:  Select the Case number via the drop-down box.
• Assets: Select the Asset number or ‘-All-‘.
• Sort by:  Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
• Date Submitted:  Enter the appropriate date.
• Payments Thru:  Enter the appropriate date.
• Include cases with a TFR date or closed date:  Select this checkbox if you wish to include cases with a TFR date or closed date in your report.
• Include paid-in-full accounts:  Select this checkbox if you wish to include paid-in-full accounts in your report.
• Include scheduled A/R Payments when due after Payments Thru:  Select this checkbox if you wish to include scheduled A/R Payments when due after Payments Thru in your report.
• Print Ledger Description:  This option gives you the flexibility of printing or not printing ledger descriptions.  The checkbox is not checked by default to allow more space on the report.
• Print Ledger Name and Address:  This checkbox allows you to print the name and address information of the primary transaction, in addition to the Split/Distribution transaction.  If the box is not selected, the Print Ledger Name and Address parameter will not be enabled.
• Print Compact Report:  This option gives you the flexibility of printing a compact, less detailed report.  This box is checked by default.

Printing the Report

From the Parameters for A/R Status Report 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.