Common Technical Support Questions

Alphabetizing the Names of Individuals in Best Case® Bankruptcy for Windows

In order to have the names of creditors who are individuals correctly alphabetized, place a "tilde" (~) character in front of the last name. The tilde is generally found to the right of the 1 on the top of the keyboard. Example: You would enter Mary Johnson as "Mary ~Johnson" The name will be displayed as "Johnson, Mary" on the claims list screen of Best Case Bankruptcy, but it will appear as "Mary Johnson" on printed forms. The tilde character will not appear on the printed forms and the name will be listed among the J’s rather than the M’s.

Editing Chapter 13 Plans and Local Forms in the Best Case Editor

Best Case Bankruptcy gives you the flexibility to edit your chapter 13 plans for each case using our Best Case Editor. Note that you can also use the Other tab in the Chapter 13 Plan Calculator to list other provisions that you want to appear at the end of your plan.

Once you have entered all information for the plan and have worked out a plan in the Chapter 13 Plan Calculator, mark just the Chapter 13 Plan to print in the Forms and Schedules Menu.

Click the Print button in the toolbar. In the Print Documents dialog box, click the Edit Document check box then click OK. (This box only appears if you have just the Chapter 13 Plan marked to print and if you are using Best Case Bankruptcy version 9 or above.)

The plan will appear in the Best Case Editor, which is a simple, internal word processor. You can add additional text to the plan here. TO print your revised plan, click File/Print.

If you want to save your changes, click File/Save As and save the plan to one of your regular work processing directories.

To access your saved plan in the future, open Best Case Bankruptcy and open a client file. Click Edit/Best Case Editor. Once in the Editor, click File/Open and navigate to the folder where the file was saved.

You can edit most of the local forms Best Case Bankruptcy produces in the Editor, as well as the Attorney Compensation Statement and the Statement of Financial Affairs.

Printing Client Questionnaires

Best Case Bankruptcy includes client questionnaires for business and non-business debtors that dovetail with entry screens in Best Case Bankruptcy. You can find them in the Supplemental Forms folder at the bottom of the list of Forms and Schedules.

Double-click on the version you need—Business or Non-Business—and the Questionnaire will open in the Best Case Editor. You can make changes to customize for this case, or just print a blank copy as is using File/Print.

Reordering Forms/Changing the Print Order

You may wish to change the order in which the forms print in Best Case Bankruptcy, which can be done through a quick change in the Setup Menu. To change the order of forms:

1. With a client file open, click the About button in the toolbar and read the jurisdiction file name that appears in the lower left corner. Since you may have defined multiple jurisdiction files for your district in the Setup Menu, it's best to verify the district you are actually using before you make changes.
2. Close the About window, then close you client file. Close the Client List Window.
3. Click Setup/Jurisdictions
4. Highlight the district that matches the file name you found in step 1 and click Edit.
5. Click the Edit Forms List button.
6. The Jurisdiction Forms List appears. On the left side, you'll see the list of forms that appears in the Forms and Schedules Menu. To move a from up or down in the list, highlight it then clock the Up or Down button until the form reaches the desired position.
7. Click close then click OK to save your changes. You can repeat for other districts if needed.

Creating a Matrix on Disk in ASCII format

A matrix on disk is easy to create with Best Case Bankruptcy. From the Forms and Schedules Menu, double-click in the Creditor Address Matrix. Click on the Send to Drive A: button, then click OK. If you have the duplicate checking feature on, you will be asked what to do with each duplicate. When the file has been created, a message will appear telling you how many creditors were copied. The default file name is creditor.scn, which is the name most courts require. If your court requires a different file name, before copying the matrix to disk, go into the Setup Menu/Jurisdictions/Matrix and specify the disk file name. You'll see additional matrix-on-disk formatting options there as well.

Printing the Notice to Consumer Debtor of Available Chapters in Best Case Bankruptcy for Windows

Some courts require you to file the Notice to Individual Consumer Debtor. You'll need to specify that the form should print in the settings for this jurisdiction:

• Close any forms that are open and return to the Client List Window, then close the Client List Window.
• Click on Setup in the menu bar.
• Select "Jurisdictions" from the Setup Menu.
• Double-click on the name of your jurisdiction.
• Click on the "Edit Forms List" button in the lower left corner.
• In the "Available Forms" column on the right, scroll down and locate the "Notice to Individual Consumer Debtor (of Available Chapters)" form. Click on it once to highlight it.
• Click the "Add Form" button in the middle column. The form should then appear in the "Jurisdiction Forms List" column on the left.
• Click Close, then click "OK" to exit to the "Jurisdictions" Menu.
• Repeat steps 4-6 for any other jurisdictions where you want the Notice to print, then click Close to exit the jurisdictions section of the Setup Menu.

Choosing Federal or State Exemption Statutes

In Best Case Bankruptcy for Windows, you can select to use the Federal or State exemption statutes for each case. The default is to use the state statutes. To change the statute selection:

• Open the client file.
• In the Forms and Schedules Menu, double-click on the Voluntary Petition.
• Click on the tab labeled "Filing Information".
• In the bottom right-hand corner, you'll notice a section called "exemption election". Click on your choice, then click OK.

Note: if this option is grayed out, we have specified that the federal exemption statutes are not permitted in the state this case is being filed in. This setting is located in the jurisdictions section of the Setup Menu and can be changed by the user at any time.

Copying a Client File From One Computer to Another

Best Case Bankruptcy for Windows stores each client's data in a separate file so that you can easily copy a file from one computer to another. To copy a client file to a diskette:

• Go to the Client List Window and highlight the name of the client whose file you want to copy to disk.
• Click on File in the main menu bar, then click on "Send Client to Disk..."
• The "Copy Client File to Disk" window appears with the name of the selected client in it. Click on the appropriate disk drive.

The file will be copied to the floppy. To copy from the disk to the second computer:

• Start Best Case Bankruptcy then put the disk in the computer.
• Go to the Client List Window. Click on File in the main menu bar, then click on "Restore Client from Disk..." in the file menu.
• The "Restore Client File from Disk" window appears. Select the appropriate disk drive.
• A new window appears showing all the clients on the selected drive. Check the checkbox to the left of each client you wish to restore. Then click "Restore." The clients will then appear in your Client List.

View our technical support database for more information.

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