How do I add an expense to my case?

This article will guide you through how to add and keep track of expenses in your case throughout the full estate administration process.

How do I find the expenses area?

How do I add a funeral expense?

How do I add a tax related expense?

How do I add a general, administration 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 add expenses 

• Locate the case you wish to add an expense to - How do I find a case I'm working on?
• Click Expenses

• Click Add expense

Funeral expenses

• If adding a funeral related expense click Yes under Is this a funeral related expense?* and choose the Type of funeral expense:

• Add relevant information in to the remaining fields 
• Click Save to add the expense to your case

Tax related expense

• If this is a tax related expense, choose Yes for Is this a tax related expense?
• Choose the type of tax from the drop down menu 

 

• Add relevant information in to the remaining fields 
• Click Save to add the expense to your case

Administration Expenses 

• For all other general case level expenses being paid out of the estate (some examples: solicitor fees, court fees), simply answer No to the first 3 questions

• Add relevant information in to the remaining fields 
• Click Save to add the expense to your case

Settling expenses

To settle an expense, at the bottom of the expense choose if the expense was paid by a third party, add the amount reimbursed, the source of funds the expense was paid from and the date of reimbursement. You can add an expense yet to be paid, partially paid or fully paid: 

• If the expense has already been settled, you can enter information in all three fields 
• If the expense has been partially settled you can record which account the expense was paid from, update the amount paid and leave the date blank
• If the expense is still to be paid you can leave this section blank and update these details later
• If you have chosen that the expense was paid by a third party, you can select from the people already added to your case from the Recipient of the funds dropdown menu 

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 anywhere on the relevant item 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

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 expenses within Liabilities & payments, Reconciliation, Client cash account and Export 

 

• Export example: