How do I add funeral expenses to my 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 on the Funeral Expenses category in the ribbon that runs right across the estate overview
This will take you to the Funeral Expenses Overview where you are able to click Add new expense
Choose the type of funeral expense you wish to add to the case:

🕊️ The Type of funeral expense are separated in to three categories in order to populate the IHT400 correctly:

💰 Funeral ceremony will populate Funeral costs field

💰 Headstone will populate the Headstone field

💰 General funeral expense will populate the Other costs (specify) box

Add more details about the funeral expense:
- Supplier name
- Description
- Total expense (optional)
- Date incurred (optional)

- 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 all Funeral expenses, click on the Funeral Expenses category in the ribbon that runs right across the estate overview
This will take you to an overview of all funeral expenses

💡The Paid value figure will be green for any funeral expense that has been settled in full

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
Clicking Show filters will let you filter funeral expenses by the Settlement status, Type, Third party and Payment type

💁‍♂️ Funeral expenses will be pulled through to the relevant fields within IHT and Court forms

🙌 When settling funeral expenses, you have flexibility to record which account the expense was paid from

Settling expenses

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

🌈Each funeral expense can be settled via multiple settlements by choosing to Add Settlement

🌟The settlement summary will automatically update to show the Outstanding balance that remains

If the funeral expense was settled by a third party, choose Yes to the question Paid by third party?
You can then select person that paid the funeral 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

💁‍♂️ If the funeral expense was paid by a third party and the person who paid the expense doesn't appear in the Creditor Name drop down menu, simply add them by selecting to Create new creditor.

👍 If the funeral 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 funeral expense has not yet been settled, leave this section blank and update later

💁 Funeral expenses will show in the liabilities and payments and reconciliation tab of estate accounts. In reconciliation, you will see them separated in to settled and unsettled. How do I find estate accounts?

💁‍♂️ For further information on Expenses visit How do I add an expense to my case?

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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

Settling expenses