Personal Insolvency

Central Distributions (Debt Payments)

• Practice Debt Payment - Filters
• Creating Trust Account Distributions

Part X - Personal Insolvency Agreements (PIA)

• Setting up a new Part X Personal Insolvency Agreement Job - Controlling Trustee
• Adding Debtor controlled Cash at Bank/Hand as an asset for an SOA
• Adding in Assets and their Secured Debt
• Part X - Meetings
• Part X - Adding a Meeting of Creditors
• Transistion a Controlling Trustee Job to an Executed PIA

Data Migration

• Data migration process
• Importing Debtor Contribution Records
• Importing Jobs and Debtors

Debt Agreements

• Managing Personal Insolvency Payment Agreements - Overview
• File Notes and Task Management
• Debt Agreement Setup Fees
• Trust Account Banking Reconciliation
• 3-month & 6-month arrears default report
• Reporting

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Debtor Contributions

• Debtor Contribution Detail Report
• Debtor Contribution Home Page Collection Summary (Arrears Management)
• Importing Debtor Contributions (Ezidebit)
• Monitoring the debtor contribution process and follow ups
• Creating a Debtor Contribution
• How to setup a contribution schedule for a Corporate job

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