How do I add funeral expenses to my case?

This article will guide you through how to add funeral expenses to your case

Adding the Funeral Expense

• Open the case you wish to add funeral expenses to - How do I find a case I'm working on?
• Click Expenses on the left hand menu
  
  
  
  
• Click Add new expense
  
  
  
  
  
• Click Yes under Is this a funeral related expense? *and choose the type of funeral expense:

• Add more details about the expense:
  
  • Description
  • Full expense value
  • Date incurred
  • Supplier name
  • Whether the expense was paid by a third party (see more on how to settle an expense further in this guide)
  • Any other useful notes about the expense (optional)
• Click Save
• To see a summary of expenses, click Expenses in the left hand side menu on your case

• This will take you to an overview of expenses

• To edit an expense, click View and edit/add details as necessary and then click Save 
• To delete an expense, click on the three dots to the right of an expense then click Delete

Settling expenses

• Add the repayment value
• Choose the source of funds the expense was paid from
• Add the date of payment
• Click Save

• If the funeral expense was settled by a third party, choose Yes for the question Has been paid by third party?
• You can then select a person to pay back. If you have already added the person to your case, they will appear in the Recipient of the funds drop down menu and if not, you can choose to Add a new person: