There are many ways to move an Expense, and they are as follows:
1. Moving an Expense on the Main Card
To move an Expense on Main Card, head over to the Expenses-view, and My Expenses section, which is set as the default section, will appear.
You can move an Expense on the following sections:
- My Expenses
You can stay in this section if you are moving your own Expenses.
Please note that if you are only a Case Participant with no additional system rights, you will only be able to move your own registered Expenses. - Manage Expenses
You can switch to the Manage Expenses section to move registered or approved Expenses that have not yet been invoiced on behalf of other Case Participants in your Case.
In this example, we are moving Expenses on behalf of other Users.
There are two ways to move an Expenses and they are as follows:
- The Change Case button
This method will move Expenses to the selected Case automatically and can only be done per Expense. - The Move button
This method allows you to select and move multiple Expenses.
The Change Case button
Hover your mouse cursor over the purple line of an Expense you want to move; once the Change Case text menu appears, click on it.
The following dialog will appear.
You can select a Case from the drop-down dialog or enter the following information to search for the Case:
- Case Name
- Case Number
- Client Name
- Client Number
After selecting a Case, refresh the page, and the change will be saved automatically.
The Move button
Select a single or multiple Expenses.
Or select here to select all Expenses.
Click on the Move button.
The following dialog will appear.
You can select a Case from the drop-down dialog or enter the following information to search for the Case:
- Case Name
- Case Number
- Client Name
- Client Number
After selecting a Case, click on the Assign to Case button.
Then click on OK and you are done.
2. Moving an Expense on the the Invoice
The Invoices-view can be found on the following Cards, where the functionality is identical:
- Main Card
- Case Card
- Client Card
- Payer Card
To move an Expense on a draft invoice, head over to the Invoices-view, and click on the invoice to open it.
Once you are in the invoice, click the Expenses section.
Click the Move Expenses button.
The following dialog will appear; select a single or multiple Expenses, then click on the Select a Case... field.
The following dialog will appear.
You can select a Case from the drop-down dialog or enter the following information to search for the Case:
- Case Name
- Case Number
- Client Name
- Client Number
Click on the Select Invoice... field to move Expenses into an existing invoice within the selected Case, or skip to the next step.
Click on the Move button, wait a few seconds and you are done.
Note:
1. Ensure that you are either a Client Manager, a Case Manager, a User with 'Assistant'-role or a User with 'Administrator'-rights set up to be able to move an expense on behalf of others.