Entering a Name in SnapShot Wizard
Before you can begin entering the details of your SnapShot, you must give it a name.
Author: admin
Entering a Filter in SnapShot Wizard
The Case Filter defines the data that you will query on from Trustee Suite.
Editing Existing SnapShots
Using the SnapShot Maintenance screen of SnapShots allows you to edit any custom SnapShot displayed in the SnapShot list.
Deleting SnapShots
Using the SnapShot Maintenance screen allows you to delete any custom SnapShot displayed in the SnapShot list.
Adding a New SnapShot
Learn how to add SnapShots, which display case information based on Filter expressions that you build in the application.
Wage Claims Worksheet
Learn how to generate the Wage Claims Worksheet, which gives a summary of Wage Claims calculated via the Trustee Suite Distribution feature (Claims).
Wage Claims Pay Vouchers
Learn how to generate Wage Claims Pay Vouchers, which act as “Pay Stubs” for checks created for Wage Claimants listed on the Trustee Suite Distribution feature (Claims).
UST 180 Day Reporting
Learn how to generate UST 180 Day Reports in Trustee Suite.
Unnecessary Bank Accounts
Learn how to define the parameters that determine “Unnecessary Bank Accounts” (i.e., accounts with a zero balance for the last ‘x’ months).
Uniform Transaction Codes
Learn about Uniform Transaction Codes (UTCs), the seven-digit codes designed to track estate receipts and disbursements.