Setup Tables Add Timesheet Descriptions Add Timesheet Entries Asset Descriptions Banks Trustee Suite Online Address Book Case Administration Dates Courts Districts ECF Logins (PACER Logins) Expense Descriptions Final Reports Ledger Categories Ledger Descriptions Professionals Setup Repetitive Payees Set up Attention Reasons Set up QuikText Descriptions Timesheet Reports Trustee Trustee Staff Use Attention Codes Use QuikText Descriptions Wage Claim Taxes

Overview

The Trustee List, under the ‘List’ tab, as shown below, displays the trustee Number, trustee Name and District assignment for each type of case set in Trustee Suite. Different trustee numbers are assigned to help the trustee segregate chapter 7 cases, chapter 11 cases and cases operating in different districts.

The Details screen, under the ‘Details’ tab, as shown below, enables the user to set the default Address, Email and SSN/TIN information that displays on reports.  This information is used in several places throughout Trustee Suite.

The ‘More Details’ tab, the screen for which is shown below, stores Staff information, Bond Information (Amounts, Limits and Expiration dates), and the Form 4 electronic defaults used in the text file report.

Click on the ‘ellipsis’ button next to the ‘Staff’ box in the screen shown above to invoke the screen shown below where you can add additional details about each staff member.  These details can optionally be used in Timesheet reports.