Learn how to access the To-Do List and add items in Trustee Suite.

Learn how to calculate Wage Claim Taxes in Trustee Suite.

Learn how to add customized, pre-defined text to insert into any memo or notes field in Case, Assets, and Claims screens.

Learn how to mark a case for Attention in Trustee Suite with Attention Codes.

Learn how to access and edit the Trustee Staff List which displays the staff members working in the trustee office.

Learn how to access and edit the Trustee List, which displays the trustee Number, trustee Name and District assignment for each type of case.

Learn how to set up QuikText descriptions, pre-determined snippets of text you can insert into any memo or notes field.

Learn how to flag a case or cases with various “To-Do” items, then identify them by filtering or printing them out in a list.

Learn how to access and edit the Repetitive Payee List, a list of people and companies that are regularly paid or you receive money from on your cases.