Time Entry Split Designer

The Time Entry Split Designer allows you to set up a template that can be used on individual Time Entries to split the charges for that entry across one or more other Client/Matters.

The table below defines all of the fields in the Split Designer.  See the Time Entry Split Designer Examples for specific examples of how to establish a split template for common scenarios.

Field	Description
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 to 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.  For example, if 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.
Hours	Keep: The hours on the Split-To entries will be the same number of hours as on the original entry. Split: The hours on the Split-To entries will be split to equal the number of hours on the original entry multiplied by the split percentage. Calculate: The Hours will be calculated by dividing Amount\Rate. If you select Calculate for Hours you may NOT select Calculate for Amount. Fee Schedule: If there is a task code on the entry that sets the hours from a fee schedule - selecting Fee Schedule will prompt the system to use the hours from that fee schedule, if not it will split the hours based on the percentage allocated.
Rate	Keep: Use the same rate as on the original entry. Calculate: Amount\Hours.   Fee Schedule: If there is a task code on the entry that sets the rate from a fee schedule - selecting Fee Schedule will prompt the system to use the rate from that fee schedule, if not it will use the rate assigned to the Fee Schedule for the Split-To Matter.
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. Calculate: The Amount will be calculated by multiplying the Hours X Rate.  If you select Calculate for Amount you may NOT select Calculate for Hours. Fee Schedule: If there is a task code on the entry that sets the amount from a fee schedule - selecting Fee Schedule will prompt the system to use the amount from that fee schedule, if not it will split the amount based on the percentage allocated.
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.
<OH>	Original Hours: The hours on the original entry.
<NH>	New Hours: The hours 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.
Bill 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 time entry. Append Text:The system will add the Bill Note text entered on the Split Template after the Bill Note on the time 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 Nickname	The Client Nickname will populate from the Client Code entered, or will be blank of 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 Nickname	The Matter Nickname will populate from the Matter Code entered, or will be blank of 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.

Continue entering Split Detail rows until all split-to information has been defined.  Please note that:

You do not have 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 Original Entry 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 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.