The Claims Distribution Register provides a listing of claims, associated amounts filed and the percentage being paid to the claimant. The Claim Distribution Wizard must be run prior to printing this report. The Register will print in “portrait” (up and down) format while the Register (Landscaped) prints in “landscape” (sideways) format.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Claims’ tab and select ‘Claims Distribution Register’ from the Print Reports screen to invoke the Parameters for Claims Distribution Register screen (shown below).
Generating the Report
From the Parameters for Claims Distribution Register screen, populate the following fields:
- Trustee: Select the Trustee number or ‘-All-‘.
- Case: Select the Case number via the drop-down box.
- Claims Order: Select either ‘Number’ or ‘Name’ via the radio buttons.
- Priority Code: Enter the applicable code.
- Exclude Scheduled Claims: Select this checkbox to print the report for all claims, or for just those with a specific Priority Code, such as “Unsecured Timely Filed Claims”.
- Print Claim Memo Select this checkbox if you wish to include the Claim Memo in your report.
- Print Claim No. For Admin. Claims: Administrative Claims usually have no formal “Claim Number” associated with them. If you have numbered them for your own use, you may choose to exclude the number in the report.
- Report Title: Select an appropriate report title (default is Claims Distribution Register).
Printing the Report
From the Parameters for Claims Distribution Register screen, select from the following options:
- Preview: Selecting this button enables you to view before printing.
- Print: Selecting this button sends the report to the default printer.
- To PDF: This button prints the report to PDF and saves a copy to Document Management.
- Cancel: This button undoes any changes and cancels the print job.
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.