Split Expenses

You can Split Expenses, like the Split Time function, but first you will need to create a Split Template using the Split Editor.

1. Click the Split Editor button located in the Tools tool ribbon.
   
   

2. Click the New button in the Split Editor. It is the first button with the green plus sign.

   

   The table below defines all of the fields in the Split Editor.

   To make the template more flexible for your needs, keep the amounts and split percentages empty. When you apply the template to the split expense, you will have the opportunity to enter the percentages and amounts for that particular split. See ApplyingtheSplit below.

   Code	Short code identifying the template.
   Description	Description of the split template.
   Original Entry	Keep: The original entry is to be kept for billing after it has been split; meaning that when an entry is split, the original entry will remain and be billed at 100% of it's value.  Additional entries will be created according to the Split Details on the template.   Split: The original entry will be kept after the split and the remainder will be charged to the original entry. Example: Original Entry is set to Split, and the Split details account for 40% of the entry, then the remaining 60% would be placed on the Original Entry. If the Split Details account for 100% or more, the original entry will be deleted. Delete: The original entry is to be deleted after the split; meaning that new entries are created based on the Split Details on the template and the original entry is deleted, showing no evidence that the split entries originated from a single entry. If the split details do not allocate 100% of the original entry, the remainder is dropped.
   Units	Keep: The units on the Split-To entries will be the same number of units as on the original entry. Split: The units on the Split-To entries will be split to equal the number of units on the original entry multiplied by the split percentage. Calculate: The units will be calculated by dividing Amount\Multiplier. If you select Calculate for Units you may NOT select Calculate for Amount.
   Multiplier	This cannot be adjusted in the SplitEditor. The multiplier used on the Split-to entries will be based on the expense schedule used by the matter on the Split-to entry. The Expense Schedule multiplier is set in Juris Core. Click here to learn more about Expense Schedules.
   Amount	Keep: The amount on the Split-To entries will be the same amount as on the original entry. Split: The amount on the Split-To entries will be split to equal the amount on the original entry multiplied by the split percentage. The total amount of the split entries will be forced to equal the amount of the original entry if the Force Allocation option selected is Even or Full. Calculate: The Amount will be calculated by multiplying the Units X Multiplier.
   Notification Options
   Tokens	Tokens can be used to populate the Narrative or Bill Notes. Tokens ARE case sensitive. They can used to populate the following variable amounts:
   <SP>	Split Percentage: The percentage split assigned to the particular Client/Matter.
   <OU>	Original Units: The Units on the original entry.
   <NU>	New Units: The units on the split-to entry.
   <OA>	Original Amount: The amount on the original entry.
   <NA>	New Amount: The amount on the split-to entry.
   <DA>	Discount Amount: The original amount less the new amount.
   Narrative	Replace Text: The system will replace the Narrative text on the Split-To entries with the Narrative entered on the Split Template. Prepend Text:The system will add the Narrative text entered on the Split Template in front of the Narrative on the time entry. Append Text:The system will add he Narrative text entered on the Split Template after the Narrative on the time entry. If you leave the text area blank, the narrative will remain the same as on the original entry no matter what option above is selected.
   Note	Replace Text: The system will replace the Bill Note text on the Split-To entries with the Bill Note entered on the Split Template. Prepend Text:The system will add the Bill Note text entered on the Split Template in front of the Bill Note on the expense entry. Append Text:The system will add the Bill Note text entered on the Split Template after the Bill Note on the expense entry. If you leave the text area blank, the bill note will remain the same as on the original entry no matter what option above is selected.
   Split Details
   Client Code	Enter the Client Code that you would like to Split-to or leave blank if you wish to populate the Split-to Client Code on the individual entry. This field is optional and can be completed at the time the entry is split.
   Client Description	The Client Nickname will populate from the Client Code entered, or will be blank if no Client was entered and you wish to populate the Split-to Client Code on the individual entry.
   Matter Code	Enter the Matter Code that you would like to Split-to or leave blank if you wish to populate the Split-to Client Matter on the individual entry. This field is optional and can be completed at the time the entry is split.
   Matter Description	The Matter Nickname will populate from the Matter Code entered, or will be blank if no Matter was entered and you wish to populate the Split-to Matter Code on the individual entry.
   Percent	The Percentage of the Original Entry that you wish to charge for this Client/Matter. This field is required on the split template if rows are added. This field is only available if the Units or Amount are set to split.

1. Continue entering SplitDetail rows until all split-to information has been defined.

   If the Force Allocation option is set to Full or Even, you must allocate 100% of the original entry. If the Force Allocation option is set to None, then you are not required to allocate 100% of the original entry to the split-to matters.

   • If less than 100% of the Original Entry is allocated, the remainder will be placed on the Original Entry when the Original Entry = Split.
   • If Original Entry = Keep, then 100% will be allocated to the OriginalEntry regardless of the remainder that might be left from the Split-To matters.  
   • If the Original Entry = Delete, then it will be deleted along with any remainder that might be left from the Split-To matters.

   You may allocate more than 100% of the original entry to the split-to matters, if the Force Allocation option is set to None.

   • If you allocate more than 100% to the Split To Matters, then the original entry will be deleted if Original Entry = Split.
   • You can effectively duplicate an entry by splitting 100% to one or more matters.

Once you have created the SplitExpense template, it is ready to be utilized for an expense entry. To apply a split template to an expense, perform the following:

1. Click the Splits tab at the bottom of the Expense form.
   
2. Select the appropriate template from the Code combo box. Place a checkmark next to the EditDetails field to allow the fields to be editable. You can also just accept any of the template defaults if they are appropriate for the expense entry.
   
3. Enter all appropriate information of the Split-From matter on the editor.
4. If your template has the Split To information completed, the values automatically adjust based on the template.
   
5. Once you are satisfied with your selections, select the SPLIT button to perform the split. This will split the entries, creating new entries as defined on the Splits tab.
   

How do I split an item from the Grid view?

You must split items from the Editor form of the expense entry. You cannot split an item from the list/Grid view. However, you can view impending splits from the list/grid view (i.e., entries that have had a split template assigned - but that have not yet had the split finalized). These entries show up in the Grid view with a + sign to the left, indicating that there are split details that may be viewed. Clicking the + will expand the split details below the original entry. See below:

Item to Note

When completing the Split Detail section of the split template under certain circumstances, if the cursor has focus in the next empty row and you ‘Save’ the template, it will create an additional empty row. The workaround for now is to do a right click-delete on the first empty row to remove it. This will be addressed in a future release.