Splitting a Fee Transaction

If you are dealing with just one transaction, and the hours on the Fee transaction are divisible by 2, the simplest method is to:

1. Call up and view the Fee record and change the hours to the appropriate amount (1/2 the original amount)

2. Click on New(or F10) to save the record and keep open the Fee Entry window.

3. Click on Copy Last and make a copy of the record you just modified.

4. Change the Client-Matter Number on one of the entries and hit Save.

Double check your amounts and make sure you are not "overstating" work in process.  In this method, amounts and hours worked would be reflected on the Client-Matter on which you enter them.

Orion has a true split billing feature, as well, if you need to present the same Invoice to multiple clients showing the total original hours and amounts with a line that says Amounts Due from Other Parties. This feature allows for the AR billed amounts to be tracked on multilple Client-Matters while maintaining the integrity of the original work in process amounts on the source Matter.  This is found in Bill Preparation > Tools > Split Billing. You must use a special split billing style in order to use this feature. See the article on how Orion handles split billing, Split Billing - Dividing Time Between Two or More Matters, for more information.