As requested by the EOUST, Trustee Suite now includes the ability to designate a professional who is being paid a retainer. An amount field has been provided in the claims screen that will enable a user to flag a professional as a retainer. The name of the professional and the amount will be displayed in the TFR.

DocLink Summary Report

The  ‘DocLink Summary Report’ can be viewed by clicking on the 341(a) Worksheet and then on Document Management  ‘341(a) View’. The DocLink Summary Report can be filtered by Trustee, Case or 341(a) Date and sorted by Case Number or Case Name.

Document Portal Document Management View

If you are using the document portal, a link to view the documents received today will appear under the ECF Category on the Trustee Suite Home Page. Documents delivered by the document portal to Document Management will be listed in green. A ‘bold’ green indicates the document is ‘unread’ and the non bold listing in green will indicate that the document has been reviewed or read.

A/R Reminder on To Do List

A/R Payments Due Dates have been added as an option to the To Do List. Clicking on the reminder link will display the corresponding A/R payment.

Interactive Document Lists

The Document Lists now offer window re-sizing and sorting options by document number and name.

Standardized Uniform Forms for BA states

Trustee Suite now has standardized forms for the BA states of North Carolina and Alabama.