Splitting costs can be helpful when dividing case costs among multiple cases. Users can send separate checks to Actionstep.
Navigate to the Costs Tab of the case.
Locate the cost that should be split.
Confirm the cost has not been paid or sent to Actionstep.
Click on the dropdown arrow in line with the cost and select Split Cost.
A pop-up window will appear. The cost will be split evenly across the cases by default. Enter different amounts for each case if needed.
Click Save.
The cost will now be split between each linked case, but the original amount will be logged in the Memo section.
The costs will show in both cases for the designated amounts and can be sent separately to Actionstep.
Alternatively, you can select the Split Cost And Send To Actionstep option on the original cost entry.
This option lets you designate the split amount and send both checks to Actionstep right away. Make sure to select the correct bank account, then click Send.
The split costs for each case will also show on the Open tab of the Costs Management screen and can be sent to Actionstep from here.
Click the checkboxes to the left of each cost you'd like to send to Actionstep and click on the clipboard icon to select the Send to Actionstep option.