Find out about all the additional features and utilities inside Trustee Suite that can help propel you to become a Chapter 7 superstar!
Use Snapshots to find trends across cases. Submit clean reports to the UST by running the Auditor Tool. Understand how to manage your case data by setting up backups and purging cases on a regular basis.
Editing Existing SnapShots
Using the SnapShot Maintenance screen of SnapShots allows you to edit any custom SnapShot displayed in the SnapShot list.
Enhance Remote Functionality Video
A recording of the February 2021 training.
Entering a Filter in SnapShot Wizard
The Case Filter defines the data that you will query on from Trustee Suite.
Entering a Name in SnapShot Wizard
Before you can begin entering the details of your SnapShot, you must give it a name.
Expense Descriptions
Learn how to set up Expense Descriptions in the Expense Description table.
Final Reports
Learn how to pick from preloaded custom report selections based on your district using the Final Reports module in "Setup Tables."
General Tab
The 'General' tab of the Case Filter Builder - All Cases screen is a quick way to select basic case and date fields for your filter.
Labels and Envelopes
Learn how to print labels and envelopes in Trustee Suite.
Ledger Categories
Learn how to generate the Ledger Categories report, which makes it easier to view all EOUST-defined ledger categories, which can be filled in via the Ledger Category List.
Ledger Categories
Learn how to generate the Ledger Category report to view all EOUST-defined ledger categories.
Ledger Descriptions
Learn how to add and edit ledger descriptions in the Ledger Description table.
Onsite Backups
Learn how to perform online backups daily and keep them in a safe place.
Outlook Integration Application
Learn how to synchronize your data between Trustee Suite and Outlook.
Pay the Bond
Learn how to calculate your blanket bond premium, then include it in the disbursement.
Professionals Setup
Learn how to set up your list of professionals in Trustee Suite.
Purge Cases and Documents
Learn how to remove inactive cases while retaining the basic case information of purged cases.
Purging Cases Video
A recording of the February 2021 training class.
Repetitive Payees
Learn how to access and edit the Repetitive Payee List, a list of people and companies that are regularly paid or you receive money from on your cases.
Save Time with QuikText Video
A recording of the April 2019 training class.
Security
Security in Stretto Outlook Integration uses the same security settings you have established in Trustee Suite.
Select the Fields to Include in SnapShot Wizard
Page 3 of the SnapShot Wizard lists all the fields that you can choose to display as columns when you run your SnapShot.
Select the Highlight Colors in SnapShot Wizard
Customize the display colors of data in SnapShots.
Select the Sort Order in SnapShot Wizard
Set the sort order of the fields that you selected as display columns in your SnapShot.
Set up Attention Reasons
Learn how to flag a case or cases with various "To-Do" items, then identify them by filtering or printing them out in a list.
Set up QuikText Descriptions
Learn how to set up QuikText descriptions, pre-determined snippets of text you can insert into any memo or notes field.