•  Keep track of different deadlines with ease – the Calendar and Task events are now displayed separately.
• Never miss a payment again – Enhanced Accounts Receivable alert now on the Home page informs you when payments are required.
• Accounts with Backup Withholdings will now be displayed on the Home page to ensure your prompt attention.

Streamlined Access to Banking Activity on bms7.com

•  Save time with a single login – once you login to Trustee Suite each day, you will automatically have access to banking details on bms7.com.

Save Time with Additional Banking Enrichments

•  Centralized your banking – Interim Bank Statements may now be accessed and downloaded without leaving the Ledger screen.
•  Expedite the preparation of incoming and outgoing wire forms with increased auto-population of information.
•  Stay up to date on the current bank balance – the Ledger screen now includes a column displaying the running balance.
•  Streamline production of a quick snapshot to submit to the court now that Quarterly Reports may be generated for asset cases.

Ensure Financial Security with New Banking Privileges

• New Banking settings provide greater ability to more grant banking privileges to specific members of your staff.

Easily Determine Professionals on DocLink

• Quickly identify third-party professionals to connect with –now view DocLink enabled professionals from within Trustee Suite.

Optimize Efficiency Preparing Claims

• Save time with new multi-state Wage Claims encompassing multiple jurisdictions and states.
•  Increase efficiency by automatically creating Bond Claims during the blanket bond disbursement process.
•  Stay on track and compliant now with the Governmental Claims Bar Date available on the filtered Timeline Report, SnapShots, Querymaker, Final Reports and Mail Merge.

Increased Document Management Automation

• Ensure court-approved documentation by converting basic PDF files to PDF/A Compliant documents from within Document Management.
• Save hours of time preparing the TFR by attaching documents saved in Document Management or on your computer into Exhibit C of the TFR.
•  Ensure organization with automatic storage in Document Management of both initial and discharge DSO, by selecting the option in the Report Parameters screen.

Additional Enhancements

• A direct link to Webex is now available from the home page menu bar.
• A summary section has been added to the receipts and disbursement reports.
• You may now choose ‘Email’ as the preferred method of communication to obtain a response from the Stretto Banking Center.

For more information about Trustee Suite 13.0, or our Suite of Products and Services, please contact Stretto at 800-634-7734, or helpdesk@stretto.com.