Personal Insolvency

Bankruptcy

• Add a individual Estate to an existing (parent) Estate
• Setting up Joint Estates for Bankruptcy

Debt Agreement Distributions (Debt Payments)

• Debt Payment Process - (Part X)
• Creating Trust Account Distributions
• Debt Payments: Calculation of payments
• Debt Payment Calculation: Debtor Contributions / Asset realisations
• Debt Payment - Filters

Part X - Personal Insolvency Agreements (PIA)

• Part X - Entering and Paying Fees (Accounts Payable)
• PIA distributions - Calculating the amount for distribution to creditors
• 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

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Data Migration

• Data migration process (personal jobs, spreadsheet import processes)
• Importing Controlling Trustee (CT) Fees
• How to delete a transaction bulk import at Practice level
• 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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