1. Open the Claims screen (shown below) by clicking on the ‘Claims’ tab from the Form Selection toolbar on the far left side of the screen and select your case from the grid by single clicking on it.

2. Click on ‘Distribution’ from the Claims sub-menu beneath the tabs on the far left side of the screen.

3. You may see the Trustee Compensation Validation window if your banking transactions do not calculate the same amount as the compensation allowed amount.  If you do not see this, proceed to step 6.

4. Choose between ‘Update’ (change the allowed amount) or ‘Don’t Update’ (keep the same allowed amount).

5. You may then see the Trustee Expense Validation window.  Again, choose between ‘Update’ (change the allowed amount) or ‘Don’t Update’ (keep the same allowed amount).

6. You will then see the Claim Distribution (‘Select a Task …’) window, shown below  Click on the blue link, ‘Create Proposed Distribution’, which invokes the first page of the Proposed Distribution Wizard (‘1. Amount to Distribute’) shown in the second screenshot below.  (DO NOT TRY TO CLICK ON THE BOX TO THE LEFT; it is for reference only.)

• Clear Out – Under the ‘Create Proposed Distribution’ link  in the ‘Select a Task …’ window shown above, the ‘Clear Out’ link is enabled when a proposed distribution has been created.  Selecting the link will clear out the Proposed Dividend in the Claims screen.
• Create Another – Under the ‘Create Proposed Distribution’ link  in the ‘Select a Task …’ window shown above, use the ‘Create Another’ link (which is inactive and grayed out above) to run the Proposed Distribution Wizard (shown above).  NOTE:  The link becomes enabled once checks from the prior distribution have been posted.

7. In the ‘1. Amount to Distribute’ window (shown above), verify the amount selected is correct.  You may need to select ‘Apply a Specified Amount’ option (via the radio button) if that number is higher.

8. Click on ‘Continue’.

9. You will then see the ‘2. Claims to Receive Distribution’ window of the wizard (shown below).  Click on ‘Calculate’.

10. You will then see the ‘3. Proposed Amounts Calculated’ window of the wizard (shown below).  Verify that the proposed amounts are correct.

11. You may click on the blue ‘Proposed Distribution Report’ link (bottom left of the screen below the grid in the screen above) to see this report (shown below) to review.

12. Click on ‘Save Proposal’ in page 3 of the wizard shown above.  That will bring you back to the Claim Distribution (‘Select a Task …’) window.  Now that you have completed a distribution, there will be a red checkmark to the left of the link as shown below.  It is only to indicate that a distribution has been completed.  You can still perform distributions as many times as you need, if necessary.

13. Click on the ‘Close’ button to exit the window.

14. You are now ready to merge to your final report to submit to the local U.S. Trustee.

Print Proposed Distribution Report, Post Checks and Print Checks Links

Once you have created a Proposed Distribution (i.e., the Proposed Distribution Wizard has been run), the ‘Proposed Distribution Report’ link will become active and allow you to print that report. This, in turn, activates the ‘Post Checks’ link.  Clicking on this link will run the Distribution Checks Wizard (see the screenshot below).  A red checkmark will appear to the left of the ‘Post Checks’ link in the ‘Select a Task …’ window above once the checks for the latest distribution have been posted.  After creating the Proposed Distribution:

1. You will see a warning message if you have not printed or previewed the particular Claim’s Proposed Distribution Report; choose either ‘Yes’ (to preview the report) or ‘No’ to skip viewing the report.  After previewing the report or not viewing the report, the wizard (shown below) will be invoked.
2. Select the account from which to post the checks.  Click on ‘Continue’, which will invoke page 2 of the wizard (shown in the second screenshot below).

3.  Choose your options above and click on the ‘Post Checks’ button, which invokes page 3 of the wizard (shown below).

4.  You can print checks using the ‘Print Checks’ link and/or view the ‘Claim Allocation for Small Checks Report’ by clicking on that link in   the top left of the window.  You can also print checks by clicking on the ‘Print Checks’ link in the ‘Select a Task …’ window shown below.  This link is only active after checks have been posted.

5.  Click on the ‘Close’ button.

As mentioned above, once the checks for the latest distribution have been posted, you will  see that the ‘Post Checks’ link in the ‘Select a Task …’ window has a red checkmark to the left of it.

Once checks have been posted, there is a ‘Reverse’ link (beneath the ‘Post Checks’ link shown grayed out above) that allows you to reverse check(s) from the last posted batch.  In addition, and as noted above, the ‘Create another’ link is activated (under the ‘Create Proposed Distribution’ link), allowing you to create another proposed distribution.