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.
Setup Tables
Learn how to set defaults in Trustee Suite with Setup Tables, a sub-menu under Tables.
SnapShots – Robust Data Knowledge Video
A recording of the August 2021 training class.
SnapShots Grid
The SnapShots grid displays the results of your selected SnapShot and Filter.
Streamline Virtual Audit Planning Video
A recording of the May 2022 training class.
Streamline Your Audit Preparation Video
A recording of the February 2020 training class.
Synchronization between Trustee Suite and Outlook
After Outlook Integration has been configured and enabled for synchronization, the system will move all the necessary Trustee Suite records into your local copy of Outlook.
Synchronization of Calendar
Learn how to synchronize the "Calendar" tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.
Synchronization of Dates
Synchronize the "Dates" tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.
Synchronization of Professionals
Learn how to synchronize the "Professionals" tab in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.
Synchronization of Tasks
Learn how to set up the "Tasks" tab to synchronize in the Outlook Configuration screen so data can flow real-time between Trustee Suite and Outlook.
System Filters
System Filters are pre-defined filters that you may choose to use instead of creating your own custom filters.
System SnapShots
System SnapShots are pre-defined SnapShots that you may choose to use instead of creating your own custom SnapShots.
Time Tracking with Timesheets Video
A recording of the November 2021 training class.
Timesheet Reports
Learn how to access and edit the Timesheet Reports, which reveal the Trustee and staff hours you have entered on the Timesheet form.
To-Do List
Learn how to access the To-Do List and add items in Trustee Suite.
Trustee
Learn how to access and edit the Trustee List, which displays the trustee Number, trustee Name and District assignment for each type of case.
Trustee Staff
Learn how to access and edit the Trustee Staff List which displays the staff members working in the trustee office.
Trustee Suite Online Address Book
Learn how to choose recipients from a pop-up address book when sending an email in Trustee Suite Online.
Update Bond Amount
Learn how to update the most current Bond Amount in Trustee Suite to reflect proper coverage.
Use Attention Codes
Learn how to mark a case for Attention in Trustee Suite with Attention Codes.
Use QuikText Descriptions
Learn how to add customized, pre-defined text to insert into any memo or notes field in Case, Assets, and Claims screens.
Wage Claim Taxes
Learn how to calculate Wage Claim Taxes in Trustee Suite.