Getting Started

After a successful Fetch, the asset information is available for review from the Asset Import screen (shown below).

This screen can be accessed from three locations within Trustee Suite:

• Home Page:  Click the link to Import Assets (under the ‘ECF’ section).
• Top Main Menu toolbar (File Menu):  Select ‘File’ > ‘Import’ > ‘Asset Import From ECF’.
• The Form Selection toolbar on the far left side of the screen:  Click on the ‘Assets’ tab and then the ‘Asset Import’ link under the Assets sub-menu beneath the tabs.

Color Legend

Red:  Issues in this case prohibit assets from import (possible issues:  Case does not exist, or it is locked due to export).

Blue:  Issues that may be of concern to the user; however, assets can be imported (possible issues:  Tardy NDRs, Case has existing assets, multiple Petitions in Document Management, etc.).

Green:  No issues affecting import.

The Yellow triangle (with exclamation mark)  :  This represents an Amended Petition.

Asset Import Grid

The Asset Import grid lists all cases that have pending imports.  These cases are likely to be cases that have been newly assigned to the trustee.  The grid provides the following information:

• Case Number/Case Name – displays the case number and case name of the assets to be imported.  If the case number is not in Trustee Suite, the grid displays the word “unknown” in the column.
• Asset Type – displays either ‘Asset’ or ‘No Asset’ depending on the status of the case in Trustee Suite.
• Doc. # – displays the court assigned number from the docket entry on Pacer.  Users can sort this field to match the Pacer docket.
• Assets to Import – displays the number of assets to import for the selected case.
• Current Assets – displays the current number of assets previously imported or manually entered into the selected case.
• Total Value – displays the total value of the assets to be imported for the selected case.
• Open Date – displays the opened date of the case as listed in Trustee Suite.
• 341(a) Date – displays the 341(a) date of the selected case as it appears in Trustee Suite.
• Doc Filed – displays the date the document was filed with Pacer.

View Assets

There are two ways to view the asset details as follows:

• Double click in a line in the grid for the asset detail.-OR-
• Click on the ‘Review Case Assets’ button.

The Asset Import – Detail screen is displayed (shown below).

This grid lists each asset entered on the Debtor’s Schedules.  The screen is divided into five tabs:  Asset Review, Schedule A, Schedule B, Schedule C and Schedule D.  The grid provides the following information:

• Schedule – This column displays the origin from the schedule (A,B,C or D).
• Description – Asset descriptions can be edited and modified, or defaulted to the standard asset description based on options.
• Link To Asset – Drop-down menu that provides three options:  ‘<Advanced Matching>’, ‘<Create Asset>’ (default) and ‘<Ignore>’.
• Petition Value – The value of the asset as listed on the Petition.  The petition value pulls from the schedule, and can be edited.
• Exemption Amount – The value of the asset exemption as listed in Schedule C.
• Lien Amount – If available, the lien amount will populate from the imported schedules.
• Lien Description – The value of the lien against the asset as listed on Schedule D.
• Ledger Category – Enter the ledger category code.
• Asset Memo (shown under the ‘Schedule B’ tab) – Enter asset notes in the ‘Asset Memo’ field.

Split Assets

Assets can be split into two or more individual assets.  This is common when the debtor attorney lists multiple assets (such as vehicles) together on one line.  Trustee Suite splits assets automatically by breaking them apart after each comma.

Users can edit Petition, Exemption and Lien amounts within the grid displayed in the Asset Import – Split screen (available under the ‘Schedule A’ and ‘Schedule B’ tabs) shown below.

Users can also add ‘Asset Memo’ notes.  In addition, the following options are available in the Asset Import-Split screen (shown above):

• Add Asset – adds a new asset to the grid.
• Delete Asset – deletes a selected asset from the grid.
• Save – removes the original asset listed on the Asset Import – Detail screen and replaces it with values in the Asset Import – Split grid.

Combine Assets

Select the assets to be combined from the Asset Import – Detail screen (only under the ‘Schedule A’, ‘Schedule B’, ‘Schedule C’ and ‘Schedule D’ tabs) and click on the ‘Combine’ button, which invokes the following screen:

Combined Asset Description options (radio buttons) in the center of the screen shown above:

• Combined – This option will merge the two descriptions together.  This field can be edited.
• Description Table – This option will use the default asset decription stored in the Asset Description table in Trustee Suite.
• Type of Property – This option uses the preset description that appears on the standard fomats with Schedules A/B.

The Petition Value will update with a combined total of the origin asset values, while the Lien Value will total and combine values from the associated assets.

Note:  Assets from Schedule A cannot be combined with assets from Schedule B.

Reset Asset Form

The ‘Reset’ button on the Asset Import – Detail screen (shown three screenshots above) enables the user to reset their changes back to the original asset import record.  After the ‘Reset’ button is selected, the following options are available:

• Reset All – Reset all fields for all records back to the original values.
• Reset – Resets all fields for this record back to the original value.

View Petition

The ‘View Petition’ link on the Asset Import – Detail screen (shown three screenshots above) – This option allows the user to view the schedules in split screen format.  Also, a checkbox has been added to enable the user to view Petitions in a separate window.

Options

This menu, invoked via clicking on the ‘Options’ button on the Asset Import – Detail screen (shown three screenshots above), allows the user to default:

• Entries in ALL CAPS
• Original description in asset memo
• Print Asset Memo in Form 1
• Use property type as description
• Zero out Original Trustee Value
• Mark all as FA
• Mark all as DA