There are three ways to select a payer for a shared expense in a multi-payer case, and they are as follows:
1. Report Asset Dialogue
To select a payer when reporting an expense on the Main Card, click the Report Asset button.
The following dialog will appear, click the Expense button.
Click the Select a Case... drop-down dialog and select the case you want.
Fill in the necessary information for recording an expense, then click the Payer drop-down dialog.
Select the payer you want once it appears on the list.
Click the Register button if you want to continue recording more expenses.
Or click the Register & Close button, and you are done.
2. Expenses-view
To select a payer for an unbilled expense, head over to the Main Card, Expenses-view, under the My Expenses section.
Or click the Manage Expenses section to select a payer for other Users' expenses.
However, in this article, we will select a payer for our own approved expense.
Click the Details button.
The following dialog will appear, click the Payer drop-down dialogue.
Select the payer you want once it appears on the list.
Click the Close button, and you are done.
3. Invoices-view
To select a payer for an expense already included in a draft invoice, head over to the Main Card, Invoices-view, and click on the invoice to open it.
Click the Expenses section.
Click the Details button.
The following dialog will appear, click the Payer drop-down dialog.
Select the payer you want once it appears on the list.
Click the Close button, and you are done.
Note:
1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Accounting'-rights set up to be able to make changes to registered assets on a draft invoice for other Users.