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Network Users: While performing the restore procedure above, other users can be in Best Case Bankruptcy.
However, in order for them to see the restored client file, they will need to close then reopen the Client List
Window.
Troubleshooting: If the client file does not appear in the list produced in step 3, the file was likely
a. entered in a separate installation of Best Case (y
our home machine, another worker’s hard drive, etc.), or
b. is still in the list and was never deleted, but appears under a different name than you thought or
c.
is marked as closed and your filter is set to “Active Only.” To change your filter, click the
Filter/Report
button then mark “All Clients” in the Show selection.
If your client still doesn’t appear, you can search for a client by name: click
Filter/Report and sort clients by name,
then click OK. Back in the Client List Window, type !! followed by the text you want to find. For example, to
search for all clients with the word “Smith” anywhere in the Index As field, you would type !!Smith. Note that you
don’t want to put a space after the exclamation points.
General Procedures
Moving Creditors from One Schedule to Another
Sometimes, you may enter creditor information under one schedule then later decide that it needs to be moved. For
example, a creditor entered on Schedule D may need to be moved to Schedule F.
To move a creditor:
1. From the Forms and Schedules Menu, open the creditor schedule which contains the creditor to be moved.
2. In the summary list screen which lists all creditors entered for this schedule, highlight the creditor by clicking
with the mouse or by moving the highlighter bar to the creditor with the
b
key.
3. With the creditor highlighted, click on the button that says
“
Move to D/E
”
or
“
Move to D/F
”
or
“
Move to E/F.
”
4. A pop-up box will appear asking which schedule to move the creditor to. Click on the appropriate choice, then
press
R
or click OK.
5. The creditor will be moved to the new schedule and an entry screen will appear for the creditor with
information filled in. You’ll need to fill in
any information that is now required. For example, if you are moving
a creditor to Schedule D, you’ll need to select the property which secures the claim and enter the nature of th
e
lien. If you are moving a creditor to Schedule F, you’ll need to indicate whether the claim is subject to Setoff.
If
you are moving the creditor to Schedule E, you will need to select the priority type and enter the priority
amount.
6. If this is a Chapter 13 case, you should review the 13 Plan Treatment tab as the plan settings will likely need to
be changed.
Note: If you move a creditor from Schedule D to E or F, the property associated with the
creditor will no longer be associated with the creditor; the link will be removed.
Lots of Creditors? Using the locator keys, you can begin to type the name of a creditor to jump
to it in the summary list window. What you’ve typed appears just above the creditor name
column; press
B
if you make a typo.
Copying Creditors from One Schedule to Another
If one creditor should be listed on more than one schedule for a particular case, you can select the creditor from the
DEF tab of the AddressFill list, or copy the creditor name and address using the
button that appears in each of
the creditor entry screens. If you want to use the button:
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Chapter 9
File Management and General Procedures 277
1. Enter the creditor on the first schedule and save your entry.
2. Go to the second schedule where you want the creditor listed and click Insert to get a blank entry window.
3. Press
9
or click the list button pictured above which appears next to the Common Creditor List button. A list of
all schedule creditors appears. Double-click on the desired creditor.
Exporting and Importing a Common Creditor List
If you want to copy a Common Creditor List from one computer to another, you can use the import/export feature in
the Common Creditor List section of the Setup Menu. The import feature adds creditors in the import file to the
Common Creditor List on your hard drive, so it can be used to combine two lists. The import feature is capable of
importing Common Creditor Lists from Best Case Bankruptcy for Windows, Best Case Bankruptcy for DOS,
Collier’s Topform™ for DOS by Matthew Bender, and Chap7..13™ DOS (Typeset version) by West Group,
(formerly by Specialty Software). It can also import a file of Generic CSV format, which may be useful if you have
used a different competing program and are able to convert your common creditor information into the proper
format for import. (See About Generic CSV format on the next page.)
The export feature exports the data in a special CSV format, which is a comma-delimited text file. If you want to use
the exported file on another computer, you will need to import it using the import feature described below.
If you have switched from Collier’s TopForm for Windows or West’s Chap7..13 for Windows,
we can convert your common creditor information for you if you mail or email the file to us. If
you switched from a competing program which you do not see listed here, we may be able to
convert your file. Contact technical support at 1.800.492.8037. Technical support is free for
the first year
Exporting Your Common Creditor List
Use this feature to copy your Common Creditor List to a diskette, or to a separate directory on your computer.
1. Close any entry windows that are open in Best Case Bankruptcy, then close the Client List Window.
2. Click Setup in the Main Menu bar.
3. Click on Common Creditor List.
4. Click the Export button in the bottom right corner.
5. A pop-up window asks if you want to continue. Click Yes.
6. You will be asked if you want to include the notes field in the exported data. This is the field that you can use to
make notes about a creditor. It is not part of any particular client file or part of the address data. If you export
the notes field, the file will be larger and may not be as easily imported into other applications. If you want to
export the notes data, click Yes. If not, click No.
7. Navigate to the desired drive and folder, then click Save.
8. The file will be exported as a comma-delimited text file called CommCred.CSV. When all records have been
exported, you will get a message that the export is complete. The number of records exported will be displayed
for you, as well as the file location. Click OK to acknowledge the message.
9. If you now want to use the exported file on another computer, follow the import steps below.
Importing a Common Creditor List
Use this feature to import a Common Creditor List from a diskette to your computer, or from a separate location on
your hard drive or network to the appropriate Best Case directory.
You can import a common creditor list in one of five different file types:
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278 Best Case Bankruptcy for Windows
User’s Guide
Best Case Bankruptcy for Windows (*.CSV) - created using the export feature above,
Best Case Bankruptcy for DOS, (Commcred.DAT),
Collier’s TopForm
™
for DOS by Matthew Bender (BFP.CRD),
Chap7..13 DOS (Typeset version) by West Group, formerly by Specialty Software,
(COMMON.FIL).
Generic CSV format
–
a comma delimited ASCII file with the CSV extension.
To import from a different program, contact technical support at 1.800.492.8037 and be prepared to email us your
file.
The import feature does not work with *.tps files that you have copied directly from the Best Case Directory.
The import feature adds creditors from the import file to your existing Common Creditor List, and does not
overwrite your existing list. If a creditor being imported matches exactly a creditor already in your Common
Creditor List, this creditor w
ill be skipped so that you won’t have duplicates. (Unless you are importing a file of type
Generic CSV format.)
To import a Common Creditor List:
1. Close any windows that are open in Best Case Bankruptcy, then close the Client List Window.
2. Click Setup in the Main Menu bar.
3. Click on Common Creditor List.
4. Click the Import button in the bottom right corner.
5. A pop-up window appears asking you to select the format of the import file. Your choices are:
Best Case
®
Bankruptcy for Windows (CSV format),
Best Case
®
Bankruptcy for DOS (Commcred.DAT),
Collier TopForm™ for DOS (BFP.CRD) (by Matthew Bender), and
Chap7..13 DOS-Typeset (COMMON.FIL Format) (By West Group).
Generic CSV format (see About the Generic CSV format on page 278.)
Click on the appropriate file type, then click Import.
6. Choose the appropriate file location by selecting the correct drive and folder. If you are copying from a diskette,
the drive generally would be your A: or B: drive. Navigate to the import file then click Open.
7. The Common Creditor List will be imported.
8. When the list has been imported, you will get a message stating the number of creditors added, the number
skipped, and the number rejected. Click OK.
About the Generic CSV format
The Common Creditor import feature can import several file formats. The CSV format is just a comma delimited
text format, which can be created in many database or spreadsheet applications. You would use this format if you
created your own common creditor information without bankruptcy software, or if you are able to export common
creditor information from your previous bankruptcy software package and convert it to the correct format for import.
If you do not have the proper tools to convert your common creditor information to the correct format listed below,
or if you don’t understand how to do it, please contact our technical support department at 1.800.492.8037. We may
be able to convert the file for you.
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Chapter 9
File Management and General Procedures 279
Field names:
Name (Required field)
Address1
Address2
Address3
City (see note below)
State (see note below - 2 characters)
Zip (see note below - 5 or 9 digits)
Contact
Phone (40 character limit)
Fax (40 character limit)
Consideration (50 character limit)
Note: Alternative
ly, you can import the city, state and zip code names in one field called “CityStZip.”
Please note
that unlike the other formats, the import function will NOT check for duplicates when you import a
generic CSV file.
Combining Common Creditor Lists from Multiple Machines
Using the export and import features described above, you can combine common creditor lists on two machines.
From the first machine, export your Common Creditor List to a floppy diskette or a temporary location on your
server as described above under Exporting Your Common Creditor List on page 277.
At the second machine, import the exported list using the instructions in Importing a Common Creditor List on page
277. Exact duplicates will be skipped. The second machine will now have a combined Common Creditor List. You
can then repeat the procedure to copy the common creditors that were on the second machine but not on the first.
Making a Duplicate Copy of a Client File
Sometimes, it may be useful to make a duplicate copy of a client file. For example, if you have two debtors who
have many of the same creditors in common, you may want to make a copy of the client file, then make changes to
the second file for the second debtor. This duplicate feature is also useful when you have a client who converts from
chapter 7 to chapter 13 and you want to save both cases as separate files.
Note that this is a different procedure than copying a client file from one computer to another. (See page 270.)
If only the creditors in both cases are the same, you can use our creditor export/import
feature instead of the procedure below to copy any of the schedules, D, E, F, or G to the new
case. This feature is also available for the List of Equity Security Holders. See Copying a
Creditor Schedule from One Client to Another on page 286.
To duplicate an entire client file:
1. If you have the Multi-User Network version of Best Case Bankruptcy, make sure no one is in the client file.
2. At the Client List Window, highlight the name of the client whose file you want to copy then click the Copy
Client button in the bottom of the Client List Window. (The keyboard equivalent is
aA
-
C
.)
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280 Best Case Bankruptcy for Windows
User’s Guide
3. A window will appear displaying the name of the client to be copied and asking for the name of the new file.
Type the name, then click the Duplicate button.
4. The new client will now appear in the Client List Window.
The two files are now completely independent; changes that you make in one will not be made in the other.
Making a Standard Client Template
The Client Templates feature allows users to create new client files with standard information pre-populated. This
may be useful when you see many clients who have similar personal property and similar exemptions. You can
make as many templates as you like.
To make a template:
1. Open the Client List, click on the Filter drop-down, and select Templates for New Clients.
2. Click the New Client button located at the bottom of the Client List and enter basic information about the
template file.
3. Click OK, returning you to the template list.
4. Double-click the template you created to further customize forms and schedules.
5. When creating a new client you will now have the option to choose an empty client file or choose from a
previously created template.
Changes you make to the new file will not affect the template, and changes you make to
the template won’t affect
the new client’s file.
If your office has a high volume bankruptcy practice
, you’ll also find our macro phrase
feature helpful, which allows you to save up to 30 common phrases for use throughout Best
Case Bankruptcy. See page 320.
Using the Calculator
The Windows calculator is always accessible from the Main Toolbar.
To use the calculator:
1. Click on the
button in the Main Toolbar.
2. The calculator appears on the screen. You can use the mouse to
“
press
”
buttons on the calculator, or you can use
the corresponding keys on your keyboard. (Press
*
to multiply,
/
to divide, etc.)
3.
Note that the calculator has a feature that allows you to save the calculator’s answer and copy it into a fiel
d in
the bankruptcy program. To use this feature, press
C
-
C
or click on Edit in the calculator menu bar, then click on
Copy. The number will be copied to the Windows clipboard. Close (or minimize) the calculator, then move the
cursor to the field where you want the number to appear. Paste the number into the field either by pressing
C
-
v
or
by clicking on Edit from the main menu, then Paste from the sub-menu.
Additionally, a Prorate Calculator is available. To open the calculator, hold down the Shift key and then click the
Calc button located in the toolbar.
Advanced Feature: Creditor Import/Export
The creditor import feature allows you to import creditor data from other applications into Best Case Bankruptcy.
For example, if a corporate client gives you a spreadsheet of creditors, you can convert the spreadsheet file into the
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