Repetitive Payees

Setup Tables

Repetitive Payee (and Payor) List (Repetitive Payee List screen) – a list of people and companies that are regularly paid or you receive money from on your bankruptcy cases.  The list allows you to view claimants, payees and payors you frequently pay or from whom you receive money.

Setting up these “macros” relieves systems users from the repetitive typing of names and addresses.  This feature is located under the ‘Tables’ tab on the top Main Menu toolbar (File Menu).  Select ‘Tables’ > ‘Repetitive Payees’ to invoke the Repetitive Payee List screen (shown below).

Repetitive Payee Grid (within the Repetitive Payee List Screen)

The grid displays the Repetitive Payee name, code and address.  Payees are listed in alphabetical order, but can be sorted differently by double clicking on a column heading.  For example, if you would like to sort your payees by state, double click on the State column heading.

To Add a New Payee:

On the Repetitive Payee List screen, click on the ‘New Item’ button and enter the appropriate information.  The available fields are described below.

  • Name:  Enter the repetitive payee/payor’s name.
  • Address, City, Sate, Zip Code:  Enter the repetitive payee/payor’s address.  This optional field prints the payee’s address on the check, allowing you to use a window envelope.
  • Phone:  Enter the repetitive payee/payor’s phone number (optional).
  • Category (drop-down):  A repetitive payee/payor can fall into three possible categories.  For example, your trustee’s name could be on the Payee or Claimant list, but would not need to show up on the Received From list.
  • SSN/TIN:  Enter the repetitive payee/payor’s Social Security number or Tax Identification number.
  • Print 1099:  Mark this checkbox if a 1099 Worksheet should be printed for transactions pertaining to this payee.  Checking this box will automatically carry over to the Ledger and Claim screen when the payee is selected.

To the right of the fields explained above is a box titled ‘This item is used as a’ and consists of three checkboxes:

  • Payee:  If this checkbox is selected, the current Repetitive Payee will be available when entering payees in the ‘Name’ field of the Ledger Information page for Checks.
  • Received From:  If this checkbox is selected, the current Repetitive Payee will be available when entering payees in the ‘Name’ field of the Ledger Information page for Deposits.
  • Claimant:  If this checkbox is selected, the current Repetitive Payee will be available when entering payees in the ‘Name’ field of the Claims Details page on the Claims Form.

To Modify a Payee:

1. Click on the payee or payor in the grid that you wish to modify.

2. Click on the ‘Edit Item’ button at the bottom of the Repetitive Payees screen and make the necessary changes in the appropriate text boxes.

3. Click on the ‘Save’ button to save your changes.

To Delete a Payee:

1. Click on the payee or payor in the grid that you wish to remove.

2. Click on the ‘Options’ button at the bottom of the Repetitive Payees List screen.

3. Select ‘Delete Record’ from the drop-down list.  When asked if you are sure you wish to delete the selected payee or payor; click on ‘Yes’ to delete.

Note:  Deleting an entry here will not affect ledger transactions that used that Repetitive Payee previously.

Repetitive Payee Options

Click on the ‘Options’ button to use any of the following three drop-down options specific to the Repetitive Payee List:

  • Payees Only:  Select to view only those categorized as Payees.
  • Rcvd From Only:  Select to view only those categorized as Received From Only.
  • Claimants Only:  Select to view only those categorized as Claimants.

Repetitive Payee Labels/Envelopes Option

You can create labels and/or envelopes for your repetitive payees directly from this screen using the Label/Envelope Printing option.  Click on the ‘single print’ or ‘multiple print’ button,  , to open the Envelope/Label Printer screen.

Professionals Table (Professional List Screen)

The Professionals Table is where the judges and attorneys relevant to your cases are entered.  This feature is found under the ‘Tables’ tab on the top Main Menu toolbar (File Menu).  Select ‘Table’ > ‘Professionals’ to invoke the Professional List screen.  Trustee Suite stores judges’ and attorneys’ names for easy reference and faster data entry.

Professional List Grid (within Professional List Screen)

The Professional List grid displays the Professional Code, Type and Name.  Judges and attorneys can be displayed in Code, Type or Name order by double clicking on the gray column headings.

Add a Professional Name

1. On the Professional List screen, click on the ‘New Item’ button at the bottom right corner of the screen to enter the appropriate information.  The fields for data entry are described below.

  • Type:  Click on the combo box down-arrow to select the professional type:  Judge or Lawyer.  This cannot be modified for an existing record.
  • Code:  Enter a Professional Code, usually the first three or four characters of the individual’s last name or their initials.  This cannot be modified for an existing record.
  • Name:  Enter the professional’s name as you want it to appear on letters, as well as lists.  Names will be displayed throughout Trustee Suite as you have entered them.

Note:  If you want names to appear elsewhere in Trustee Suite, such as in drop down menus, with the last name first, the information must be entered that way.

  • Firm:  Enter the professional’s firm name (optional).
  • Address:  Enter the professional’s address (optional). This field may be useful if you wish to export information from Trustee Suite for labels, envelopes or Rolodex cards.
  • Phone/Fax:  Enter the professional’s telephone number and/or fax number (optional).
  • Staff:  Click on the Ellipsis button,  , to select, add or delete Attorney Staff.

2. Once you have entered the necessary information, select ‘Save’.

Professional List Labels/Envelopes Option

You can create labels and/or envelopes for your professionals directly from this screen using the Label/Envelope Printing option.  Click on the single print or multiple print button,  , to open the Envelope/Label Printer screen.

Modify a Professional Name

1. Click on the professional that you wish to modify.

2. Click on the ‘Edit Item’ button at the bottom of the Professional List screen and make the necessary changes in the appropriate text boxes.

3. Click on the ‘Save’ button to save your changes.

Delete a Professional Name

1. Click on the judge or attorney name that you wish to remove.

2. Click on the ‘Options’ button at the bottom of the screen.

3. Select ‘Delete Record’ from the drop-down list.

Note:  If you are trying to delete an attorney or judge name that is currently being used in a case, you will be prompted to select another name to replace it in that case.  This is a good way to “consolidate” duplicate attorney names.

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