Setup Tables Add Timesheet Descriptions Add Timesheet Entries Asset Descriptions Banks Trustee Suite Online Address Book Case Administration Dates Courts Districts ECF Logins (PACER Logins) Expense Descriptions Final Reports Ledger Categories Ledger Descriptions Professionals Setup Repetitive Payees Set up Attention Reasons Set up QuikText Descriptions Timesheet Reports Trustee Trustee Staff Use Attention Codes Use QuikText Descriptions Wage Claim Taxes

Overview

The Banks setup table stores the necessary bank information for banks used in a case in Trustee Suite.  This list includes any bank associated with cases, including active and inactive cases.  If the bank was ever used in a case, it must be listed in this table.  This list will display current banks, old bank relationships and banks used with other vendors.  The data stored in this list assists in the transmission of data with the partner bank.

Banks

The table displays two tabs, ‘List’ and ‘Details’, as shown below.  The ‘List’ view shows all the banks used throughout all cases.

The ‘Details’ view, shown below, stores important information about the bank.