Assign shared responsibility through trip participants
Shared expenses are no longer assigned from individual expense rows. Admins assign shared responsibility by setting each participant`s shared amount and optional deadline.
- Open Dashboard > Trip personal > Participants for the selected trip.
- Select the participant you want to update and open Update.
- Enter the participant`s Shared amount and, if needed, set a Shared deadline.
- Submit the form. Plantour saves that participant`s shared assignment immediately.
- Set the shared amount back to 0 if you want to remove the participant`s current shared assignment.
Auto assign shared expenses for marked participants
Use this when you want Plantour to split the still-unassigned part of the shared-expense total across selected participants.
- Open Dashboard > Trip personal > Participants.
- Mark the participants who should receive the next shared-expense assignment. Use Mark all or Unmark all from the page menu when that is faster.
- Open the page menu and click Auto assign shared expenses.
- Review the dialog preview. Plantour shows the total shared-expense amount, how much is already assigned, how much will be assigned now, and how the amount is split across the marked participants.
- Click Assign to apply the split. Plantour increases existing shared assignments when needed and keeps the money split exact to the cent.
- Plantour warns that all assignees will receive an email notification before you confirm.
Use Expenses Overview with shared expenses and participants
- Use the Trip shared expenses page to maintain the trip-level list of shared costs.
- Use the Trip participants page to decide how much of that shared cost is assigned to each participant.
- Use the collapsible expenses overview on both pages to see whether the trip-level total and participant assignments stay in sync.
- Trip info and reports summarize the shared assigned, paid, remaining, pending, and rejected values across participants.
Participants do not manage trip-level shared totals from the shared-expenses page. They review their assignment on Trip participants and track payments from My shared balance on the personal Trip expenses page.