Cross Reference
Learn how to generate the Cross Reference Report, which displays a list of all bank accounts for each case.
Learn how to generate the Cross Reference Report, which displays a list of all bank accounts for each case.
Learn how to generate Batch Reports, which allow you to create and print reports in batches rather than individually.
Learn how to generate the Court Claims Register report, which prints out all or some of the claims on an estate, after you have keyed in all the claimants on the case.
Learn how to generate the Compensation Report, which summarizes the information on the Compensation Worksheet and Expense Worksheet.
Learn how to generate the Claims Register – w/o Payments report, which prints out all or some of the claims on an estate after you have keyed in all the claimants on the case.
Learn how to generate the Claims Register report, often referred to as Exhibit A when used with Final Reports and also similar to the Claims Proposed Distribution Report.
Learn how to generate the Claims Proposed Distribution report, which is similar to the Proposed Distribution Register report, but in more of a “summary” format. All claims will be reported.
Learn how to generate the Claims Distribution Register, which provides a listing of claims, associated amounts filed and the percentage being paid to the claimant.
Learn how to generate the Claims Allocation Small Checks report, which may be run for one case or all cases, and is a listing of all so-called “small” checks, usually issued to the U.S. Bankruptcy Court during claim distribution.
Learn how to generate the Cash Flow Report, which details each ledger transaction by reference number and UTC code.