Learn how to add Timesheet entries to create a summary of detail list of the trustee and staff time dedicated to the administration of the estate.

Learn how to define a set of frequently used descriptions for time entry using Timesheet Descriptions.

Learn how to set defaults in Trustee Suite with Setup Tables, a sub-menu under Tables.

Learn how to deactivate a case so it will not show on most screens, nor on reports, but is still included in the Trustee Suite database. Then learn how to reactivate cases.

Learn how to remove inactive cases while retaining the basic case information of purged cases.

Learn how to calculate your blanket bond premium, then include it in the disbursement.

Learn how to set up the “Tasks” tab to synchronize in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.

Learn how to synchronize the “Professionals” tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.

Synchronize the “Dates” tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.