Trustee Staff
Learn how to access and edit the Trustee Staff List which displays the staff members working in the trustee office.
Author: admin
Trustee
Learn how to access and edit the Trustee List, which displays the trustee Number, trustee Name and District assignment for each type of case.
Timesheet Reports
Learn how to access and edit the Timesheet Reports, which reveal the Trustee and staff hours you have entered on the Timesheet form.
Set up QuikText Descriptions
Learn how to set up QuikText descriptions, pre-determined snippets of text you can insert into any memo or notes field.
Set up Attention Reasons
Learn how to flag a case or cases with various “To-Do” items, then identify them by filtering or printing them out in a list.
Repetitive Payees
Learn how to access and edit the Repetitive Payee List, a list of people and companies that are regularly paid or you receive money from on your cases.
Professionals Setup
Learn how to set up your list of professionals in Trustee Suite.
Ledger Descriptions
Learn how to add and edit ledger descriptions in the Ledger Description table.
Ledger Categories
Learn how to generate the Ledger Category report to view all EOUST-defined ledger categories.
Final Reports
Learn how to pick from preloaded custom report selections based on your district using the Final Reports module in “Setup Tables.”