This report lists your Repetitive Payees and Claimants codes, which can be filled in via the Repetitive Payee List screen (shown below) by selecting ‘Tables’ > ‘Repetitive Payees’ from the top Main Menu toolbar (File Menu).
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Codes’ tab and select ‘Repetitive Payees & Claimants’ from the Print Reports screen to invoke the Repetitive Payees & Claimants screen (shown below).
Generating / Printing the Report
From the Repetitive Payees & Claimants screen, select from the following options:
- Preview: Selecting this button enables you to view the report 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.