Hover the mouse over Add Expense tab at the top of the screen.

Direct or Reimbursement:

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

Entering a Direct Expense

Step 2: Direct Expense Details

Who should receive the payment for this expense:

1. Recipient: The person who should receive the payment for this item., Choose either you (Me) or the other parent, from the dropdown menu.

(Optional) Add special categorization of the item:

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
   
   

(Required) Choose the details of the expense

1. Child: Choose which child the expense is for. The expense can be for an individual child or for all children
2. Category: This is the type of expense that was entered. In the Case of a Direct Payment, any of the Categories and Sub-Categories can be used. In this case, we are selecting Base Support (the base Child Support)
   
   
3. Recurring: Click the Recurring box, you will then see an option to choose the frequency of the payment. If this is a recurring expense you can find more details on the Recurring Expenses: Direct Expense
4. Expense Date: This is the date the item was incurred also known as the transaction date. For example, if the item was is May 1st, 2019 you can select that here. Otherwise, this date will default to today's date.
5. Due Date: This is the day the item is due. This date CANNOT be before the Expense Date. 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.
   
   
6. Verify all the information in the screen and click the green Next button

Step 3: Direct Expense Amount

1. Enter the total expense amount. This is the amount that the recipient (as chosen in Step 2) should be paid.
2. Verify the amount and click the green Next button

Step 4: Direct Expense: Receipt & Record Payment

1. Receipt: In this screen, you will upload your back up documentation for the item. Since this example is a Support Category, (Base Support, Additional Support, Alimony/Family Support) You do not need to add any receipts, simply click on the green Submit button.
2. Record a Payment Already Made: If you or the other parent (the recipient as chosen in Step 2) has already received a payment for this item you can record it here. This enables 1 parent to not only enter expenses but also record payments for the item. If you click the Expense Already Paid you will be given the option of how the expense was paid and given the opportunity to enter additional information.
   
   Note: You will see that only manual payments are options if you choose to record a payment already made as it is assumed this payment was made outside of the online methods that SupportPay offers.
3. If you are ready to submit this item, click the Submit button. If you are not ready to submit this item to the other parent, click Save.
   
   Note: Once you submit an item to the other parent they will be notified and you will only be able to edit this item up to the point that the other parent views the item or takes action on the expense. If you are not quite ready to submit the item you can click the Save button and the expense will be saved as a draft. You can go to the transactions page and you will see your draft expenses in a different table so they are easily viewed and accessible.
   

Reimbursement Expense

Step 2: Reimbursement Details

Who should receive the payment for this expense:

1. Recipient: The person who should receive the payment for this item., Choose either you (Me) or the other parent, from the dropdown menu.

(Optional) Add special categorization of the item:

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

(Required) Choose the details of the expense

1. Child: Choose which child the expense is for. The expense can be for an individual child or for all children
2. Merchant: Who received the initial payment for this item? This is a merchant and not one of the parents. You can choose a Merchant already entered or click the + button to add a new Merchant.
3. Category: This is the type of expense that was entered. The category is automatically populated based on how the Merchant was entered into the system. You can override the category by choosing a different category at this time.
4. Recurring: Click the Recurring box to see the recurring expenses options. If this is a recurring expense you can find further details on the Recurring Expenses: Reimbursement Expenses
5. Expense Date: This is the date the item was incurred also known as the transaction date. For example, if the item was is May 1st, 2019 you can select that here. Otherwise, this date will default to today's date.
6. Due Date: This is the day the item is due. This date CANNOT be before the Expense Date. 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.
   
   
   
7. Verify all the information in the screen and click the green Next button

Step 3: Reimbursement Amount

1. Enter the total amount paid to the Merchant
2. You will see the Merchant (selected from Step 2) and who paid the original expense (based on recipient selected on the previous screen. If either of these items is not correct, hit the Back button to update these items.
3. Enter how the item should be split between the parents. You can update the amount or percentage for any of the parents and the other fields will automatically calculate based on the total that you entered above.
   
   Note: If the Merchant / Category was previously entered in the Category Splits in Case Management this percent will be automatically populated. Otherwise, it will default to 50% / 50%. If you want to set a default, other than 50% / 50% you can do so by adding this preference in Case Management --> Category Splits
4. Verify the amount and click the green Next button
   

Step 4: Reimbursement Receipt & Record Payment

In this screen, you will add the receipt for the recurring transaction.

1. Add a receipt. You can either drag the receipt to the box or click on the box open a dialog box to select the receipt
2. If a receipt is unavailable, click receipt unavailable and enter a reason why you do not have the receipt.
3. Record a Payment Already Made: If you or the other parent (the recipient as chosen in Step 2) has already received a payment for this item you can record it here. This enables 1 parent to not only enter expenses but also record payments for the item. If you click the Expense Already Paid you will be given the option of how the expense was paid and given the opportunity to enter additional information.
   
   Note: You will see that only manual payments are options if you choose to record a payment already made as it is assumed this payment was made outside of the online methods that SupportPay offers.
4. If you are ready to submit this item, click the Submit button. If you are not ready to submit this item to the other parent, click Save.
   
   Note: Once you submit an item to the other parent they will be notified and you will only be able to edit this item up to the point that the other parent views the item or takes action on the expense. If you are not quite ready to submit the item you can click the Save button and the expense will be saved as a draft. You can go to the transactions page and you will see your draft expenses in a different table so they are easily viewed and accessible.
   
   

For assistance watch the attached video below: