The Home Page links provide easy access to the features you use frequently, organized in a convenient layout to assist you in updating your Trustee Suite data. Certain links are time sensitive, and will display in red when in need of attention.
Listed below are the links and detailed descriptions of their functions.
Actions
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Most recent backup via ‘Auto Web Backup’ on mm/dd/yy at hh:mm am/pm This link displays the last date a backup was sent to Stretto. The link will turn red if the last backup date is greater than 7 days. Clicking on the link allows you to create a backup of data and Word Processing Forms. The backup can be saved to:
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# of cases offloaded to Lite If no cases are exported to Lite, the following message will appear: “There is no export data to import. Either the import has already been run or the export data has been cleared.” If cases for import exist, the link will trigger the Lite Import Process. |
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# of Tasks due for the next week This link takes you to the Tasks Report.
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# of Initial DSO Letter(s) not yet sent This link displays the number of initial DSO letters in need of processing. The link turns red when letters have been outstanding for more than one day. Clicking on the link takes you into the DSO printing screen to process the letters. |
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# of Tasks past due This link takes you to the Tasks Report (shown above).
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# of Discharge DSO Letter(s) not yet sent This link displays the number of discharge DSO letters in need of processing. This link turns red when letters have been outstanding for more than one day. Clicking on the link takes you into the DSO printing screen to process the letters. |
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Upgraded to Version xx.xx on mm/dd/yyyy This link displays the current version of Trustee Suite and the date of upgrade. Clicking on the link will connect with Stretto and check for updates. If an update is available, the link will download the most current version. |
WebEx Remote Support Click this link to connect to the WebEx support page when instructed during a support call to Stretto. The representative will assist the user by providing a session number and complete the remote connection. |
ECF/DocLink
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Most recent fetch on mm/dd/yyyy hh:mm:ss AM/PM This link displays the date and time of the most recent fetch. Clicking on the link directs you to the fetch module for import.
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# of New ECF document(s) This link displays the number of new ECF documents imported. Clicking on the link takes you to Document Management. |
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# of New case(s) to be imported This link displays the number of new cases waiting to be processed. The link will turn red when cases have been pending import more than 1 day. Clicking on the link opens the Case Import screen. |
View dates updated through ECF This link displays the number of case dates updated via ECF. Clicking on the link takes you to the ECF Log Report.
This report can be queried by the date of fetch retrievals and can be set to display all records of ECF dates only. |
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# of Cases that have new assets to be imported This link displays the number of cases that have assets pending import into Trustee Suite. The link turns red when assets have been pending import more than 1 day. Clicking on the link opens the Asset Import screen. From here, the assets can be reviewed, modified and imported or deleted.
# of DocLink documents received today This link displays the number of documents Trustee Suite has received from DocLink on the current day. |
Connect to DocLink
This link is used to navigate to the DocLink program. This shortcut makes it easy for the user to log in to DocLink and review documents submitted from debtor attorneys. Last Received from DocLink on mm/dd/yyy at xx:xx:xx AM/PM This link allows users to see the date and time of the last document reception from DocLink. |
Banking
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# of banking items sent to the bank This link takes you to the Bank Activity screen, which displays status of bank balances and bank communication, allows you to view your accounts online at our web site, provides the number of items to send to the bank requiring approval and number of pending items received from the bank requiring review, allows you to view previously sent items and shows the number and type of bank accounts.
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Balance of $0.00 on hand at the bank updated as of mm/dd/yyyy This link displays the Banking screen and current bank balance. |
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Last communication to Bank occurred at / / : : AM This line displays the last date and time the data was sent to the bank. The link will turn red when the date of communication is greater than 7 days. This line is for information only, and does not open or navigate to other features in Trustee Suite. |
# of deposits not cleared; # is X business days or more old This link displays the number of deposits recorded in Trustee Suite but not posting at the bank. It also displays the number of business days outstanding.
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# of accounts to reconcile through / / This link displays the number of accounts that need to be reconciled. The date displays the most recent end of month reconciliation attempt requested in the system. If accounts need to be reconciled, clicking on the link takes you to the Reconciliation Wizard.
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# of Stale check(s) This link opens the new Stale Checks Wizard, allowing users to stop payment or void checks. Also, this option allows users to reissue the checks.
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# of receipts pending deposit;# of receipts pending review This new notification shows the number of receipts entered into the receipts log, compared with those actually entered into the ledger. Also, it shows those entries pending review. Clicking on this link invokes the Receipts Log screen.
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# of W-9(s) to be signed This convenient new link provides a reminder to the trustee to e-sign any outstanding W-9s. The link will display the number outstanding. |
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Email the Stretto Banking Center for your Banking Needs This link takes you to the Email Stretto Banking Center screen and prompts you to select the type of request you would like to make.
# of accounts that have NSF items This link shows the number of accounts which have potential non-sufficient funds items. The link is enabled when two or more NSF items exist.
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Print UPS Label
This link takes you to the Print UPS Label for the Bank screen.
# of accounts subject to Backup Withholding This link displays the accounts that are at risk of being assessed a penalty for missing the deadline for submitting the W-9 in a timely manner. This link is enabled when one of more cases are subject to backup withholding.
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# of A/R payments due today and # of A/R payments due in 30 days This link takes you to the Parameter for A/R AgingReport screen.
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# of Potential Accounts to Close (click on this link to invoke the screen below)
This link displays cases that have bank accounts with a zero balance. Accounts can be closed directly from the screen through the module. |
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Automatic Login to Case Financial Information This link first opens to a screen to enter the user’s login and password to the My Resources page available to clients. Once the user name and password are entered, the link will automatically log users into the My Resources page. From My Resources, users can view banking information, view corporate literature, obtain training materials and order supplies. |
Trustee
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Trustee XXXXX bond amount, expiration date / / This link displays the Trustee number, bond amount and expiration date. The link also directs you to the Trustee List, More Details screen.
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# of Case(s) with Ledger Balance greater than Bond Amount This link displays the number of cases with insufficient bond coverage based on the ledger balance in Trustee Suite. The link turns red when any cases have a ledger balance exceeding the bond coverage. The link also opens a pre-built SnapShot displaying the affected cases.
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# of Closed case(s) that have not received a fee This link displays the number of closed cases where the fee payment status is no fee paid. Clicking on the link opens the Batch Fee Entry feature.
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This user can access this trustee: XXXXXX This link displays the current trustee number(s) accessible to this user. These rights are assigned in Security. Clicking on the link opens the Security Information Screen as shown below.
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# of Cases on the docket for the / / 341(a) meeting This link displays the number of cases for the next upcoming 341(a) docket. Clicking on the link directs you to the 341(a) Worksheet for the upcoming date. |
Order Supplies This link takes you to the Stretto website. From here, you can log in and place an order for supplies. |
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# of Asset and # of No-Asset cases open |
Have a question/Suggestion? Email us |
| This link displays the number of Asset and No-Asset cases open in Trustee Suite.
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Clicking on this link invokes the following screen:
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Sub-MenuRefreshing the Home Page updates its links. |