How do I add an expense to my case?

How do I find the expenses area?

How do I add an expense?

How do I settle an expense? 

Where can I view and manage expenses on my case?

Where can I see expenses within estate accounts?

Where to find the expense area 

• Locate the case you wish to add an expense to - How do I find a case I'm working on?
• Click Expenses within the menu bar on the left hand side 

How do I add the expense?

• Click Add new expense

 

• Choose the type of expense you'd like to add from the drop down menu

• Add relevant information in to the remaining fields
   
  
• You can show if the expense has been settled, partially settled or unsettled. More information here 
• Click Save to add the expense to your case

Settling expenses

To settle an expense:

• Add the source of funds the expense was paid from
• Add the settlement value
• Add the date of payment

You can add an expense yet to be paid, partially paid or fully paid: 

• If the expense has already been settled, you can complete all three fields 
• If the expense has been part settled, add the repayment value for whatever has been paid so far and then return to the expense to add another settlement
• If the expense is still to be paid you can leave all fields in this section blank and update later

• If the expense was settled by a third party, choose Yes to the question Paid by third party?
• You can then select person that paid the expense. If you have already added the person to your case, they will appear in the Creditor 1 name drop down menu
• You are able to select as many third parties as necessary by clicking Add additional party
• If the creditor is requesting to be reimbursed then you can tick the box to reimburse them

View and manage all expenses in a case

• Click into the Expenses section from the left hand side menu

• In the Expenses overview page you'll be able to see a useful summary of all expenses
• Edit an expense by clicking View to open, make relevant changes and click Save
• Delete an expense by clicking on the three dots to the right of the relevant item then choose Delete
• Clicking Show filters will let you filter funeral expenses by the Settlement status, Type, Third party and Payment type

Where will expenses show within Estate Accounts?

• Click into Estate accounts and from there you can view the full menu

• Once in the Estate accounts section, you can view settled, unsettled and partially settled expenses within the Liabilities & payments, Reconciliation, Client cash account tabs: 

• You can view settled, unsettled and partially settled expenses when exporting estate accounts to pdf or an excel document. How do i export estate accounts? 

PDF version:

Excel version: