Tools – Page 3

Professionals Setup

Learn how to set up your list of professionals in Trustee Suite.

Learn how to add and edit ledger descriptions in the Ledger Description table.

Learn how to generate the Ledger Category report to view all EOUST-defined ledger categories.

Learn how to pick from preloaded custom report selections based on your district using the Final Reports module in “Setup Tables.”

Learn how to set up Expense Descriptions in the Expense Description table.

Learn how to store multiple ECF logins (PACER passwords) in Trustee Suite so you don’t have to enter information each time.

Learn how to access and edit the Districts list in ‘Setup Tables,’ a master list of the UST districts and the state and region in which they operate.

Learn how to access and edit the Court table in ‘Setup Tables,’ which stores the court name, address and courtroom number.

Learn how to choose recipients from a pop-up address book when sending an email in Trustee Suite Online.

Learn how to access and edit the Banks setup table, which stores the necessary bank information for banks used in a case in Trustee Suite.