Learn about the tools and features provided in Trustee Suite to help you manage assets and track payments received.
Account Receivable Security
Learn how to use the A/R security feature to make sure each user has proper access to both Assets and A/R in Trustee Suite.
Accounts Receivable (A/R)
Learn how to track assets when ongoing payments are being collected in the Accounts Receivable (A/R) interface in Trustee Suite.
All About Assets Video
A recording of the May 2020 training class.
Asset Descriptions
The Asset Descriptions report lists your Asset Descriptions, which can be filled in via the Asset Description List.
Asset Descriptions
Learn how to generate the Asset Descriptions report, which can be filled in via the Asset Description List.
Batch Update
Learn how to batch update assets to FA, OA or DA in Trustee Suite.
ECF 2015 Asset Converter
Learn how to use the ECF 2015 Asset Converter to easily re-order assets scraped off the schedules to match the standard on either the old forms or the new forms in Trustee Suite.
Efficiently Manage and Verify Assets Video
A recording of the September 2019 training class.
How to Effectively Find Assets Video
A recording of the October 2019 training class.
Imports Assets
Learn how to import assets in Trustee Suite.
Manually Add Assets
Learn how to manually add assets in Trustee Suite.
Scrape Schedules
Learn how to request scraping of schedules for a case directly from the Asset screen in Trustee Suite.
Tax Refund Calculator
Learn how to use the Tax Refund Calculator to compute the amount of federal and state tax refunds to be turned over to the trustee in Trustee Suite.
Track Initial and Latest Value Assets
Learn how to track the initial and latest values of assets in Trustee Suite.
Tracking Accounts Receivables Video
A recording of the March 2021 training class.
Verify Assets
Learn how to delete assets, then lock them down so they cannot be deleted after final approval in Trustee Suite.
Void Assets
Learn how to void assets in Trustee Suite.