Matters

All information regarding Matters

How do I add a filing attorney to a matter?
Tue, 23 May, 2017 at 2:52 PM
How do I duplicate an existing matter?
From the Create New Matter screen enter in the details.  If your Debtor had previous matters, a box will appear at the bottom with the option to Copy fr...
Wed, 1 Jun, 2016 at 1:19 PM
How can I order a joint credit report after running an individual credit report?
StratusBK will only allow you access to one credit report at a time. If you pulled one for a single debtor and need to pull one for the second debtor. Yo...
Fri, 4 Aug, 2017 at 11:38 AM
Why is my search with a case # not pulling up the matter?
Try the following when searches do not give expected results: 1.  Change the Filter from Modified in the last 30 days to all 2.  Click R...
Mon, 23 Jan, 2017 at 11:30 AM
How do I process a payment in StratusBK?
In order to process payments you must first have permission to access the Finance tab.  Please contact your System Administrator if privileges have no...
Thu, 27 Jul, 2017 at 11:44 AM
How can I customize the columns which appear when searching a contact or matter?
You can click on the Cog button circled below to open a column chooser.  This gives the ability to drag searchable columns in or out of view.
Tue, 30 Aug, 2016 at 2:41 PM
How do I include a debtor's apartment landlord on the Statement of Intent?
Per the instructions for Part 2 of the Statement of Intent, Real Estate Leases are not to be listed; therefore, StratusBK will not allow residential prope...
Fri, 3 Jun, 2016 at 9:48 AM
How do I change state and federal exemptions?
Tue, 29 Nov, 2016 at 2:10 PM
How do I add the income column for a spouse on Schedule I and the Means Test?
Tue, 27 Dec, 2016 at 12:56 PM
How do I sub in for a filed case and associate the Matter to the court?
Navigate to Petition > General Information > Details. Enter the case information into the fields I highlighted below and click Save. Afterward...
Wed, 24 Aug, 2016 at 9:51 AM