Learn about all the tools provided to assist you with accomplishing the various tasks associated with the management of a case.
Batch Fee Entry
Learn how to quickly update cases to reflect payment of the trustee fee voucher.
Bond Disbursement Tips Video
A recording of the December 2021 class on Bond Disbursements.
Case Administration Custom Dates
Learn how to set your own dates in the software.
Delete Expense
Learn how to delete expenses in Trustee Suite.
DSO Agency Address List
A list of DSO Agency Addresses is included in CaseLink Office.
ECF Case Import Mapping
Learn how to map imported values to their correct designation if an issue occurs.
ECF Case Import Validate
The ECF Case Import Validate feature reviews the cases being imported for inconsistencies, unmatched values and required data fields that have been left blank.
Expense Items
The Expense Items report lists your Expense Items, which can be filled in via the Expense Description List.
Expense Summary in Trustee Screen
Learn how to locate and edit the Expense Summary.
Expenses
Learn how to total the Trustee's expenses before you print your Final Reports.
Generate DSO Letters
Learn how to generate DSO Letters in Trustee Suite.
Import New Cases
Learn how to import cases into Trustee Suite, map any entries that do not match your Professional List entries, validate the cases and print case import reports.
In Forma Pauperis Tracking
Learn how to track IFP cases in CaseLink.
Managing Dates Video
A recording of the March 3, 2020 training class.
Manually Enter New Cases
Learn how to manually enter new cases in CaseLink.
Modify Expenses
Learn how to modify expenses directly in the Summary of Expenses screen, or in the Detailed Expenses screen.
Successor Cases Video
A recording of the May 2020 training class.
Tips for Working with UTC Codes Video
A recording of the April 2016 training class.
Trustee Compensation
Learn how Trustee Compensation is automatically calculated in Trustee Suite.
Trustee Expenses
Learn how to add an expense to the Summary of Expenses worksheet.
Unusual Situations and Ingenious Solutions Video
A recording of the January 2021 class.
UST Handbook Overview Video
A recording of the November 2022 training class.