The Expense Log is where you’ll go to manage expenses on OurFamilyWizard. Here’s a quick overview of what you’ll find in this feature.
Totals
The totals give you a quick look at the amount each parent owes for all outstanding expenses. Once an expense is paid, it is deducted from the total amount the parent owes. Refused expenses are not calculated in the total.
Expense Log Columns
The Expense Log is divided into five columns: Created, Expense Name, Details, Status, and Owes/Paid. This keeps all of your expenses organized.
Created: This columns displays the date the expense was initially created. The Expense Log is organized chronologically by the creation date from newest to oldest. Note: this column can also be sorted to go from oldest to newest by clicking on the arrows next to Created.
Expense Name: This column displays the name of the expense and also includes the initials of the child the expense was for and the actual purchase date of the expense.
Details: Displays the total amount of the expense along with the category assigned to it for how the expense is split between the two parents.
Status: The status of the expense reflects the most recent action taken on it.
Owes/Paid: This column shows which parent was asked to reimburse an expense, how much they may owe or how much they have paid.
Create, Pay, and Download Expenses 
At the top of the Expense Log are three icons which you can use to take the following actions:
Create Expense: Click the + symbol to create a new expense. You can also click the Create Expense button to the left of your screen to do the same.
Make Payment: Use this option if you’re ready to make a payment towards one or more expenses.
Create Category: Use this option to create a custom expense category
Responding to an Expense Request
There are different actions you can take on an expense request submitted by your co-parent. To respond, go to the Expenses section and find the expense you want to respond to within the Expense Log.
- Approve: Approving an expense informs your co-parent that you agree to the request.
- Refuse: Refusing an expense informs your co-parent that you do not agree with the details.
To mark the expense as refused or approved, click anywhere on the expense to open it. Then click Approve or Refuse.
If you wish to request a receipt be added to this expense, click the link for None (Click here to request a receipt be added).
Note: If you mark an expense as refused, you are still able to mark the expense as approved at a later time. However, once an expense is marked as approved, it cannot be updated to refused.
Expense Status Definitions
The status of an expense request will update depending on the actions taken by the co-parents. Here are different statuses you may see throughout the Expense Log.
- Open: Expense was created, and is visible to both parents, but no action to approve or make payment has been taken.
- Approved: Parent who owes on the expense has approved it, but has not taken additional payment action.
- Approved (payment unconfirmed): Parent who owes on the expense made payment via Check / Other. To close out the expense, the parent who was reimbursed needs to confirm payment was received.
- Partial payment (unconfirmed): Parent who owes on the expense made a partial payment via Check / Other. The parent who was reimbursed needs to confirm partial payment was received.
- Approved (payment in process): Parent who owes on the expense made payment via OFWpay™. Once the transfer is complete, the expense status will automatically change to paid.
- Partial payment (in process): Parent who owes on the expense made a partial payment via OFWpay™. The remaining balance will update when transfer is complete.
- Partial payment: Parent being reimbursed has received a partial payment via OFWpay™ or confirmed receipt of partial payment via Check / Other. A balance still remains on the expense; it has not been paid in full.
- Paid: Expense has been paid in full via OFWpay™ or Check / Other, or marked reimbursed.
- Refused: Expense was declined by the non-creating parent.
Need more help?
Read this article to learn how to set up categories, respond to an Expense notification, and make a payment:
How do I get started with the Expenses feature?Read this article to learn how to set up categories, respond to an Expense notification, and make a payment: How do I make and document payments?
Read this article to learn how to download an Expense report: How can I print/download an Expense report?