Tip #250 - Case Expenses (Costs) Can Be Split Among Related Cases

For firms that open separate files for “related” cases, you’ll be happy to lean that you can split case costs among related cases.
Here’s How:

1. Go to the Disbursements Page (it is possible the page in your system may have been renamed, e.g., Case Costs, Case Expenses, etc.). In the screen shot below, my “Disbursements” Page has been renamed Case Expenses.

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2. Enter and save the case expense (invoice information) in one of the related cases as you normally would.
   
   

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3. After the case expense has been entered and saved, you can edit the entry to split the costs among the related cases.[1]
   
   

4. After the updated entry is saved, the new total (after adjustments for the split) will be reflected on the Case Expenses Page of the current case. A similar entry will also be seen on the Case Expenses Page of the related case.

[1] Incidentally, the costs can be split with an “unrelated” case as well if you so choose.