Creating an Expense

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You can create a new expense from any screen by clicking the blue plus sign at the top of the page

This will open up the add expense Screens.  Follow directions below 

Step #1:

Chose if this is a:

1. Direct payment between parents.  This is defined as: A payment that occurs directly between parents - Child Support, Alimony, Additional Support, etc.  For Example: Dad is making a base support payment to Mom

2. Reimbursement for a payment made to a merchant – This is defined as: A payment to a merchant or 3rd Party that one parent paid for already. For Example: Dad paid for a doctor's appointment, and now Mom needs to pay him back her share. 

3. Click on the Green Next button

For this example, we are using the Reimbursement for a payment made to a merchant

Step 2: Details

1. (Optional) Choose if the expense should be
    1. Personal: If this is chosen the item will not be submitted or shared with the other parent
    2. Tax Deductible: Items may include alimony / family support payments, medical expenses or child care expenses. Of course, any item can be tracked and marked as tax deductible
    3. Support Ordered: This is to track expenses that are recorded on the Support Order/Divorce Decree
2.  CHILD -  Choose which child the expense is for. The expense can be for an individual child or for all children
3. MERCHANT - This is where the expense was incurred, typically the location of the expense. If the merchant is not listed in the drop down menu, you will need to add a merchant.  Instruction can be found by going here. Once the merchant is added to the system it will be available as an option for all future expenses that are entered.
4. CATEGORY - This is the type of expense that was entered. Depending on how the merchant was entered this field will automatically populate with the category associated with the merchant. However, this can be overridden by choosing a different category than the one that is pre-populated
          Note: If the merchant or category you want to add is not currently in the drop down list, you need to add it in the Merchants and Categories screen.  Instructions can be found by clicking here.
5. PAID BY - This is where you enter who paid the transaction, You (Me ) or the other parent
6. Recurring: If the item is a recurring expense, click the Recurring box, you will then see an option to choose the frequency of the payment
7.DATE CREATED -  This is the date the item was incurred also known as the transaction date. For example, if the item was purchased on Dec 10, 2013 then this is the date that should be entered in this field.
8. DUE DATE -  This is the date that the item is due. By default, the other parent is given 30 days from the day the item is entered to make a payment. However, this can be changed by choosing another date.
9. Click the green Next button       

     

Step #2: How Much?
You must enter the total amount of the expense first.

  1. Expense Total- This is the total dollar amount of the item.
  2. The system will automatically calculate based on a 50/50 split.  If the split is different,  you can enter, either, the percentage for one parent or the dollar amount.  The system will then automatically calculate the amount and percentage for the other parent.
  3. Click on the green Next button

Step #3: Receipt
You must attach a receipt or submit a reason for no receipt in order to submit the expense to the other parent.

In order to submit the expense to the other parent you must either attach a receipt or provide a reason why you do not have a receipt. The reason for this is to provide the transparency to both parents on how the money is spent and to show the other parent that the money was spent on the item entered. By providing this information, the other parent is much more likely to make a payment on the item.

  1. No Receipt Available - If you do not have a receipt for the item, click the box next to “I don’t have a receipt”, the upload box will change to a text box where you can then provide a reason for not having a receipt
  2. Receipt Available - Upload a receipt by clicking on the "Drop file here or clock to choose" box.  You can add one or more than one receipt for each item. Attach as many receipts or documents as you would like.

Submitting, Editing/Reviewing

A. If you are ready to submit the expense to the other parent, click Submit
B. If you want to review or edit the expense, click Back
 

 

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