Upgraded Asset Import

Several new features have been incorporated into the Asset Import module.  These features enable the user to view, edit, and modify asset detail quickly.  Also, the internal ECF system has been enhanced to capture asset information from electronic documents filed in the courts.  This advancement eliminates the need for data enabled forms.

• Split Assets- By selecting the Split button, the user can choose one asset and break this down into several asset entries.  Add or Delete entries, select the ledger categories, and update the asset memos from one screen.
• Combine Assets- By selecting the Combine button, the user can consolidate multiple assets into one entry.  Trustee Suite will combine the assets, and the Petition and Lien value totals.  The user can change the Description, edit the ledger categories, and enter/modify asset memo notes.
• Associate ledger categories to Assets- From the Asset Import details screen, the user can update and modify ledger categories.
• Enter Asset memos- Double click in the asset memo field to enter notes into the field.
• View Assets by Schedule A and B- The assets pending import are displayed in two tabs, Schedule A and Schedule B. This intuitive layout makes it easy for the user to follow the schedules.
• View actual Schedules from Document Management within the Asset Import module- The View Petition link pulls the imported schedule from Document Management for viewing in a split screen format.  Also, a checkbox to view documents in a separate window has been added for user who prefer to view the information in independent windows.

The Asset Import feature can be accessed from 3 areas within Trustee Suite.

1. Home Page- Click the link to Import Assets
2. File Menu-Go to File, Import, Asset Import from ECF
3. Asset Screen-From the Sub-menu within the Asset screen

Exclusive! Adversary Case Tracking

Users can now track their Adversary cases from within the Case screen, Document List and Document Management.  The Adversary icon (a target symbol) in Document Management and Document List enables the user to quickly jump from the main case’s documents to all related Adversary case documents. A one time setup of the Adversary case in the Case screen’s Adversary Tab creates a folder in Document Management associated to the main case, or; ECF technology automatically creates the folder in Document Management when an adversary email is sent by the court.

• From Case Information Screen- A new Adversaries tab displays to the far right of the existing tabs.  The tab will turn green when Adversaries have been associated with the case.  The user can Add and Delete Adversaries from the buttons located at the bottom of the screen. Notes can be entered manually or by using QuikText entries.  When Notes have been entered an * will appear in the right column of the grid.
• From Document Management- Adversary cases associated with an existing case can be accessed by clicking on the target icon.  Adversary cases look the same as Personal folders with the “^” at the beginning and end of the name.
• From Document List-Clicking on the target symbol opens a list of all related cases, including the current selected case. Selecting a case from target’s list filters the document in view.

A Batch update option has been added to the Selected View in Document Management to assist the user with updating and moving documents to Adversary cases.

Dynamic Action Alert Indicators

The Home Page has been updated to show specific items in red when a certain criteria has been met. The alerts are designed to notify users that action as or attention may be needed on specific areas within the system.

• Most Recent backup (last backup greater than 7 days)
• Tasks Past Due (any tasks past due one or more days)
• Initial DSO Letters not yet sent (any initial DSO letter past due one or more days)
• Discharge DSO letters not yet sent (any discharge DSO letter past due one or more days)
• New cases to be imported (any cases pending import one or more days)
• New assets to be imported (any assets pending import one or more days)
• Last bank Transmission (last transmission greater than 7 days)
• Cases with Ledger balance greater than bond amount

New! In Forma Pauperis (IFP) Flag

An IFP checkbox has been added to the Case Information screen.  This allows the user to track any IFP cases appointed to the trustee.  Also, the Fee Payment Status can filter by the new IFP checkbox.  Together, these new options will assist the trustee in tracking the number of IFP cases for any specified date range.

Time-Saving Check Distribution

The claims check distribution process now allows users to combine checks made payable to the same claimant.  Users need to select the option “Combine Checks to the same claimant into a single check” and Trustee Suite will match all claims with the same Name and Address and create a single split check.

Create a Proposed Distribution, and then go to Post checks.  Move though selecting the issuing account (Page 1) and go to Page 2.  Choose the checkbox option to Combine Checks to the Same Claimant into a Single Check.

Go to Page 3 of the checks Distribution Wizard to show a new total for the combined claimant checks.

Proposed Wage Claims Report

This new report gives the user an opportunity to run a report showing proposed amounts for their Wage Claim payments. This report is a wonderful resource for accountants or other professionals involved in the distribution.

Expanded QuikText Updates

Additional options are included for all new and existing QuikText fields.  Any new QuikText descriptions added will automatically default to how all options selected.

• Date Memo
• Task Memo
• Adversary Memo
• Bank Reconciliation Notes

New! Co-Debtor DSO Support

When adding a new DSO the user has option to tie the entry to the Debtor or Co-Debtor.  Also, a new option for Debtor or Co-Debtor has been added to the Employer section of the DSO screen.

DSO Letter Enhancements

Trustee Suite now has an option to remove the SSN from both DSO letters.  Go to Print link,  and locate the new checkbox labeled Redact SSN  in the bottom left corner.

Email Help Desk from Trustee Suite

There are two new options to email the Help Desk directly from Trustee Suite.  The first option is from the Home Page.  A new green link under the Trustee section allows users to directly email using their existing email account. The second option is accessed through  a new “?” icon located to the right of the binoculars.  Either way, support is just an email away.

Additional Enhancements

Auto Update- The auto update prompt now includes a message to close Trustee Suite and Document Management

Surplus to Debtor- An option has been added to calculate Compounding Interest

Mail Merge- Added “Trustee/DIP Attorney” to field 27

Asset Sales Screen and Claims Total Paid Screen-

• Added a column for T-Code
• Window remembers size and position across sessions
• Allows grid column sorting

Quick Name field lookup in Ledger- The name field in the ledger now includes a drop-down list of repetitive payees for the case. The selection criteria can optionally include other non-repetitive payee names found in the ledger for the current case.

Claimant Reference Number added to Check Description- The Check description field will be populated with the reference number from the associated claim if the current description of the check is blank or was filled by a previous claim reference number.