316 Best Case Bankruptcy for Windows
Disable Credit Card Number validation on Schedule F
The credit card validation system looks at account numbers formatted like Visa, MasterCard, American Express, or
Discover cards. If a number is formatted like a major credit card, but is a digit short or doesn’t conform to the
mathematical formula for that type of card, a warning message appears. You can click OK to acknowledge the
message. (The validation system does not prevent you from entering bad credit card numbers, it merely warns you if
it thinks a number is bad.) If you don’t like the warning messages, click here to disable this feat
Disable Right-Click Menu on Forms and Schedules
If you check this box, you will no longer have access to the drop-down menu that appears when you right-click in
the Forms and Schedules Menu, allowing you to open forms, create attachments, and print quickly. This disable
option was added for users who prefer the old right-click shortcuts in the Forms and Schedules Menu (double right-
click to print a form,
-double- right-click to print all forms.)
Add new creditors to Common Creditor List
By default, new creditors are not automatically added to your Common Creditor List as you type, but you can add
them by pressing
or by checking the box in the creditor entry screen marked
Add to CCL.
creditors to Common Creditor List
option in the Preferences section of your Setup Menu allows you to specify that
you want new creditors added to the Common Creditor List automatically.
You can choose whether to have just Schedule D, E, F, or G creditors added automatically by clicking the option for
any schedule, or all creditors by checking all the boxes. The ANP box refers to additional notice parties, parties who
are notified of the filing but are not creditors.
Note also that this option is not
; if you check this option, all creditors that you have already entered for
client files will not be added to the Common Creditor List.
Default to mask Creditor Account Numbers in Schedules D, E, F
This applies to the “Mask on Form” check box that
appears next to account numbers in creditor entry screens. If,
when you print forms, you have the option selected to allow masking of individual claims, Best Case will mask
account numbers marked with the “Mask on Form” check box. With this option in the P
references window, you can
automatically check the “Mask on Form” box for all new creditor entries. Like the option above, this is not
retroactive; it only applies to new entries. Also see Privacy on page 190.
Best Case Editor: Use Word instead (appears after you click Advanced)
This option refers to some forms in Best Case Bankruptcy which you can modify through the Best Case Editor. The
Best Case Editor allows you to add and remove text and change formatting.
If you always want your QuickForms to open in Microsoft Word instead of the Best Case Editor, check this option.
(This option is not recommended since merging the document into Word will be slower than opening them in the
Best Case Editor. Also, if you upgrade to a higher version of MS Word in the future, you may have trouble with the
merge process.) (See System Requirements on page 14 for a current list of the supported Word versions.) This
option will appear grayed out for users with Word 97.
See page 202 for more information about the Best Case Editor.
Allow Multiple Editor Sessions
This option is for advanced users who would like to have more than one document open at one time in the Best Case
Editor. For each document that you open in the Best Case Editor, a new Editor button will appear in your task bar at
the bottom of your screen. You can switch between documents by clicking on these buttons.
The Setup Menu 317
Reset Window Positions (appears after you click Advanced)
The Reset Window Positions button can be used when you have moved or resized any of the windows in Best Case
Bankruptcy and don’t know how to move them back to their original positions.
The Forms Font button allows you to select the data font used when printing the forms. Please note that:
The font selection is solely a matter of personal preference. Your court will accept any of the font
The font selection does not affect the creditor mailing matrix. Regardless of the font you select,
the creditor mailing matrix will be printed in courier 10 pitch for courts that require it.
The font selection only affects documents printed using the regular print method. Documents
merged in your word processing software are not affected.
Font selection only works when the Bypass Windows Printer Driver is NOT turned on.
Your font choices are:
Arial Regular: The quick brown fox jumped over the lazy dog.
Arial Bold: The quick brown fox jumped over the lazy dog.
Arial Bold Italic: The quick brown fox jumped over the lazy dog.
Courier New: The quick brown fox jumped over the lazy dog.
To change the font:
1. Click on Setup in the main menu bar. Click on Preferences.
2. In the Preferences window, click the Forms Font button.
3. The Font Selection window appears. Click on your choice of fonts, then click OK.
Other Advanced options are only to be changed on the advice of our technical support representatives.
Attorney Compensation Statement Setup
Through the Attorney Compensation Statement Setup screen, you can specify services related to the case that your
fee covers, any services that your fee does not include, and whether the amount of the filing fee that has been paid
prints on the compensation statement. Since most attorneys prefer to have standard answers to these questions for all
cases, the Attorney Compensation Statement Setup screen refers to all cases, and does not need to be filled out for
each case. You can, however, change your answers here at any time.
Simpler format: If you prefer the shorter, simpler, non-customized attorney compensation
form, you can select the Compensation Statement (Short Form) in the Jurisdiction Forms List.
See page 298.
After specifying your preferences for this form through the Setup Menu, then f
or each case that you add, you’ll just
need to fill in information that is more likely to vary with each client: the total amount of compensation promised,
amount received, filing fee paid, source of compensation, and an explanation of any sharing of compensation.
(These will be entered through the Compensation Statement entry screen; see page 104.)
To access the Attorney Compensation Statement Setup:
1. From the Forms and Schedules Menu, press
then skip to step 4, or close any forms or schedules
that are open, then close the Forms and Schedules Menu.
2. Close your Client List Window.
3. Click Setup in the main menu bar, then click System Preferences.
318 Best Case Bankruptcy for Windows
4. Click the Compensation Statement button.
5. Highlight the appropriate chapter and click the Change button.
The Attorney Compensation Statement Setup Window is divided into two tabs: the Basic Layout tab, pictured
below, allows you to specify whether you want to show how much of the filing fee has been paid and to choose
standard answers for what your fee includes. The Other Included/Excluded tab allows you to type in text to further
specify what your fee includes and excludes. There is
already standard text filled in here, but you’ll want to review it
and make modifications as necessary.
The Basic Layout Tab of the Attorney Compensation Statement Setup Window
If you want to list the amount of the filing fee that has been paid in the compensation statement, click in the check
Show filing fee paid.
The exclusion section refers to the paragraph on the printed form that reads
In return for the above-disclosed fee, I
have agreed to render legal services for all aspects of the bankruptcy case, including:
Analysis of the debtor’s financial situation, and rendering advice to the debtor in determining whether to file a
petition in bankruptcy;
b. Preparation and filing of any petition, schedules, statement of affairs and plan which may be required;
c. Representation of the debtor at the meeting of creditors and confirmation hearing, and any adjourned hearings
d. Representation of the debtor in adversary proceedings and other contested bankruptcy matters
You have the option of excluding any or all of the common answers listed above. Click in the checkbox next to the
text of the common answer to exclude that portion. (By default, only section d is excluded.)
*Sections e and f refer specifically to the custom compensation statement format that we have added for the Eastern
District of Michigan. These items will not appear on the basic compensation statement that Best Case prints. If you
are not in the Eastern District of Michigan but want to show that your fee includes reaffirmations and/or
redemptions, you can always include this information in the Includes/Excludes tab, as described below.
Click the Other Included/Excluded tab to specify other provisions included in fee and specifics of what your fee
does not include, as pictured on the next page:
Any answer that you type in the
Other provisions under items included in fee
box will appear
on the printed form under the heading
The Setup Menu 319
Any answer that you type in the block
By agreement, fee does not include
will print under the
By agreement with the debtor(s), the above-disclosed fee does not include the
The Other Included/Excluded Tab of the Attorney Compensation Setup Window
Other answers that appear on the Attorney Compensation Statement are entered through the Attorney Compensation
Entry Screen, accessible from the Forms and Schedules Menu and described on page 104.
Title of form
: The title that prints on the form is “Disclosure of Co
mpensation of Attorney for
Debtor(s).” If you prefer a different title, such as “Statement Pursuant to Rule 2016(b),” see
To Change the Title of a Form on page 300.
Printing Preferences: A few printing preference exist for this form. See Compensation
Statement of Attorney for Debtor(s) on page 104.
AddressHelper™* (Zip Code Lookup List)
As you enter address information for debtors, creditors, codebtors, etc., you will enter the zip code first and
AddressHelper™ will automatically fill in the city and state for you. In places where you also input the
as the Voluntary Petition, AddressHelper will fill in the county for you as well.
Here’s how it works:
1. When the AddressHelper is on, the cursor will skip the city and state fields and go straight from the last
street address line to the zip code field.
You’ll type the zip code (either 5 digits or 9) then press T
. The city name and state will be filled in for you
and the cursor will move to the next field. If you type in the five digit zip code, the four digit extension will
appear on the screen as 0000 but will not print on the forms.
Problem: AddressHelper filled in the wrong city name! Solution: Sometimes, a zip code is
shared by several towns or cities. However, the United States Postal Service has one preferred
city name for each 5-digit zip code, and this is the city name filled in by AddressHelper. You
can leave the USPS’s preferred city name in and the mail will get there. If you do want to
change the city name for this entry, simply type over the city name which AddressHelper filled
in. If you want this zip code associated with your city always, see Editing Zip Codes in the Zip
Code Database below.
You can turn the AddressHelper off in the Preferences section of the Setup Menu. See page 314.
Editing Zip Codes in the Zip Code Database
Through the Setup Menu, you can edit zip codes or add zip codes to the zip code database. To correct or edit an
entry in the zip code database:
1. Close any forms and schedules that are open, then close the Forms and Schedules Menu.
320 Best Case Bankruptcy for Windows
2. Close the Client List Window.
3. Click on Setup, then on Zip Code Lookup List.
4. The records appear in zip code order. Jump to the zip code you want to change by typing it, then
5. You can then change the city, state and/or county that are associated with this zip code.
6. Click OK after you have made your change.
Note that editing the zip code database will not change client records that have already been
To add zip codes to the zip code database, follow steps 1-3 above, then click Insert. Enter the relevant information
then click OK.
Converting City and County Names to all Uppercase
If you generally type all addresses in all uppercase, you might want to convert the addresses in the Zip Code
Database to all caps.
Note that this feature does not change any address data in client files. In the future, when you enter addresses, city
names will appear in all caps but addresses that are already in the program will not be changed. Also note that you
will want to convert addresses using this feature every time you reinstall Best Case Bankruptcy.
Close any client files you have open then close the Client List Window.
1. Click Setup/Zip Code Lookup List.
2. Click the Uppercase Zips button.
3. At the pop-up message, click Yes.
4. Your city and county names will be converted to all uppercase.
A pop-up message appears telling you that you will need to convert your zip codes each time you install Best Case
Bankruptcy using this procedure. Click OK to acknowledge the message.
*AddressHelper is a trademark of Best Case Solutions, Inc. All rights reserved.
Macro Phrase List
The macro feature in Best Case Bankruptcy allows you to save common phrases and copy them into text fields
anywhere in the program with a few keystrokes. You can define up to 30 macros.
To access your list of macros:
1. Close any schedules that are open, close the Forms and Schedules Menu, then close the Client
2. Click on Setup, then on Macro Phrase List.
3. Your list of macros appears.
4. To add a macro, click the Insert button.
5. The first question asks for the key you want assigned to the macro. You can use all keys 0
through 9, A through U except C. (
are reserved by Windows.) Click the down
arrow for a list of choices.
6. Enter your key then press
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