Form 3 – Summary Interim Asset Report
Form 3, also known as the Summary Interim Asset Report, is a summary listing of pending asset cases, shown in sequence by case number.
Category: Reports
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.
Final Reports
Learn how to pick from preloaded custom report selections based on your district using the Final Reports module in “Setup Tables.”
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.
Tickler
Learn how to generate the Tickler Report, a reminder report of special dates and/or events in the system.
Tasks Report
Learn how to generate the Tasks Report, which shows your task status that you can set up in the ‘Tasks’ tab of the Case Information screen.