All About Assets Video
A recording of the May 2020 training class.
Category: Assets
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.
Tracking Accounts Receivables Video
A recording of the March 2021 training class.
Asset Descriptions
Learn how to generate the Asset Descriptions report, which can be filled in via the Asset Description List.
Asset Descriptions
The Asset Descriptions report lists your Asset Descriptions, which can be filled in via the Asset Description List.
Void Assets
Learn how to void assets in Trustee Suite.
Verify Assets
Learn how to delete assets, then lock them down so they cannot be deleted after final approval in Trustee Suite.
Track Initial and Latest Value Assets
Learn how to track the initial and latest values of assets 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.