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CASELINKTM
TRAINING SCHEDULE |
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Course Title / Description |
Date(s) |
Time |
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PST |
MST |
CST |
EST |
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November
2010 |
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Uniform Final Report Changes This
course will review the Fall changes to the Uniform Final Reports. Learn how to display reserved assets,
properly reflect values in paragraph 4 of the TFR, and how to reflect a
retainer payment. (30-45
minutes) |
November 2 |
9 am |
10 am |
11 am |
12 pm |
|
Claims During this
session, we will review claims import, matching scheduled claims, and
updating non-dischargeable debts. We
will also review the code for non-dischargeable debts. Finally, we will discuss options for
documenting the Exhibit C. (30
minutes) |
November 4 |
11 am |
12 pm |
1 pm |
2 pm |
|
Tax Refund Tracking It’s
almost that time again! Discover ways
to use features and reports to track your tax refund cases. Learn how to track dates, setup payments
from debtor and follow up on important documents. (30 minutes) |
November 9 |
9 am |
10 am |
11 am |
12 pm |
|
Asset Import/Form 1 In this
course, we will review the Asset Import feature. Learn how to filter cases for import or
deletion, handle amended assets, and combine assets. (30 minutes) |
November 11 |
11 am |
12 pm |
1 pm |
2 pm |
|
Uniform Final Report Changes This
course will review the Fall changes to the Uniform Final Reports. Learn how to display reserved assets,
properly reflect values in paragraph 4 of the TFR, and how to reflect a
retainer payment. (30-45
minutes) |
November 16 |
9 am |
10 am |
11 am |
12 pm |
|
The Auditor Tool Attend
this course for a comprehensive tour of the features in CaseLink’s
powerful Auditor feature. Learn how to
resolve issues immediately, set issues for auditing, make notes and run
result reports. (30 minutes) |
November 18 |
11 am |
12 pm |
1 pm |
2 pm |
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NO CLASSES ON NOVEMBER 23 &
25 DUE TO THANKSGIVING HOLIDAY |
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Bank Reconciliation Learn how to
use the Bank Reconciliation tool to match up transactions, note differences
in balances, and produce Handbook required documentation. We will also cover
audit issues related to improperly handled monthly
reconciliations. (30 minutes) |
November 30 |
9 am |
10 am |
11 am |
12 pm |
|
December
2010 |
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Case and Document Purge Year end
is a great time to electronically purge old cases, documents and backup old
files. Purging improves performance,
reduces the volume of cases appearing in CaseLink,
and offers a permanent backup solution. This course will review the
guidelines for purging, and how to safely purge cases and/or documents. (30 minutes) |
December 2 |
11 am |
12 pm |
1 pm |
2 pm |
|
Dates Management In this
session, we will review the dates tab, and how to manage both system and
custom dates. Learn how to add, edit
and calculate custom dates, and integrate these dates into other reports
within CaseLink.
You will also learn more about setting up your system to Fetch these
custom dates and import automatically.
(30 minutes) |
December 7 |
9 am |
10 am |
11 am |
12 pm |
|
QuikDocs In this
course, you will learn how to use all of the sort options and tools within QuikDocs to maximize document management. Discover how to use Personal and Subfolders, manage Adversary cases, and tips to
e-file. We will also review how to use
Outlook Integration with QuikDocs. (30-45 minutes) |
December 9 |
11 am |
12 pm |
1 pm |
2 pm |
|
Trustee Interim Reports This
refresher course will cover the process of preparing cases for Interim
Reporting. The course will review
Forms 1, 2 and 3, as well as how to use the Auditor to identify potential
issues. (30-45
minutes) |
December 14 |
9 am |
10 am |
11 am |
12 pm |
|
1099s In this
course, you will learn how to prepare and proof 1099s within CaseLink. We will
discuss the proper way to generate these forms, as well as best practices for
searching CaseLink for payments to Professionals. (30 minutes) |
December 16 |
11 am |
12 pm |
1 pm |
2 pm |
|
TFRs This
course will review the basic steps for preparing Trustee Final Reports. We will discuss claims review, preparation
of the forms, and submitting the report.
(30-45 minutes) |
December 21 |
9 am |
10 am |
11 am |
12 pm |
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TDRs In this course,
we will cover the process for preparing the Trustee distribution Report and
the Form 4. The review will include
preparation, tracking and submitting the reports. (30-45 minutes) |
December 23 |
11 am |
12 pm |
1 pm |
2 pm |
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Outlook Rules/Using Search Folders In this
course, you will learn how to create, edit, and manage Outlook rules. We will review using the Outlook wizard to
build rules that will help manage and organize email. We will also review how rules can be a
helpful component to the new Outlook Integration feature. (30
minutes) |
December 28 |
9 am |
10 am |
11 am |
12 pm |
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PDF Tips Discover
tips and tricks for updating and notating PDF documents. This course will cover the typewriter tool,
text edits, notes, highlights, custom stamps, embedding pictures/documents
and more. Learn how do a key word
search, organize and print all comment fields, and even use the document to
collaborate with other professionals.
(30 minutes) |
December 30 |
11 am |
12 pm |
1 pm |
2 pm |