Claim Import
The revamped Claim Import feature is redesigned to look and feel like the popular Asset Import module from the last Trustee Suite release. Users can edit claims before importing,choosing which claims to import, and default UTC codes based on claim type. We have also added in support for amended and split claims. The download method will remain untouched, you can still expect one click downloading into Trustee Suite from the Court.
Stale Checks Wizard
This new link on the Home Page allows users to quickly Void or Stop pay stale dated checks. Also, you can reissue the checks to a new/different payee. This feature helps trustees manage their outstanding checks and ensure that funds are being tracked through the distribution process.
Email the Bank
Available from the Home Page, this new module enables users to contact the Bank, place requests, research issues and resolve any outstanding banking needs. The screen options enable users to request bank statements, check copies, inquire about general questions and handle banking needs without having to pick up the phone. The intuitive screens guide the user through based on the type of request selected. The feature logs all email transmissions, providing a history of contact with the Bank.
CD Rollover Module
With this new option, users can rollover, transfer funds and change the term of the CD. A link has been added to the Home Page, displaying the number of CD’s currently in their grace period. This feature gives the user an opportunity to manage their CD’s as they approach maturity.
1099 Forms
Trustee Suite now supports printing on pre-printed 1099 and 1096 forms. This feature supports printing for all cases for the year, as well as single case and single 1099’s. Also, INT’s and MISC’s are printed separately, and can be combined within a single batch.
Multiple ECF Login Feature
Trustee Suite now offers more flexibility to the Pacer Login feature. A new Table (ECF Logins) has been added to manage multiple Pacer Logins. Each area of Trustee Suite requiring a Pacer login will prompt to select the appropriate login/password. This enhancement will help trustees and administrators who login using multiple ID’s and need to work in several different court sites.
Adversary Case Report
A new Adversary report has been added in the cases section of reports. This report compliments the Adversary tracking feature release in the 9.5 upgrade. This report enables users to sort the results by Bankruptcy or Adversary case status.
Additional Enhancements
- Deactivated cases now display in red to better distinguish the case type in the grid.
- In Batch fee Entry, a new filter has been added to Show Active cases Only. This removes and Deactivated cases from appearing in the grid.
- A new prompt has been added to zero out ( F/A D/A) assets when the case status has been changed from asset to no asset.
- The Combine Checks option in Distribution will now read “Combine Check for Claims #1, 2 , 3” etc.
- The clipboard in Document Management can now handle any type of document, not just the PDF’s. This enables users to use this feature for their email attachments.
- A Go To Assist link has been added to the Home Page.
- A new link for deposits not cleared at the bank has been added. The link displays “x deposits have not cleared; x are x business days or more old” .
- A new link to receipts Log has been added to the Home Page. The link reads ” x receipts pending deposit; x receipts pending review”.
- Users can now change the professional codes in the Professionals Table.
- The Application for Fee Waiver has been linked to the IFP checkbox. This feature works like any other ECF date.
- An option has been added to the receipts Log to show Undeposited Only