Who owes to whom tab
The who owes to whom tab is a part of the Event screen
First, a simple situation
In order to clarify the refund screen example below, let's consider the following simple situation:
Your event involves 5 friends: George, Marion, Guillaume, Brad and Angelina.
You grouped your friends by family (see Friend edition section for more details about grouping). So Marion and Guillaume are in the group Canet, Brad and Angelina are in the group Pitt.
George and Canet family owe money, Pitt family must receive money.
The "Who Owes to Whom" screen, also called "Refunds to do" screen, proposes you a refund plan, it simplifies the refunds by group.
In this case, there is no ambiguity on who owes to whom. Everybody owes to Pitt family. Even if during the event Guillaume Canet paid something for George, because Canet family owes money to Pitt family, then George can give money directly to Pitt Family. This is the goal of the application to simplify the refunds at the end.
When George will refund Pitt family, if you want to enter the refund operation in the application, you can do it quickly by clicking on the corresponding green arrow.
Then, a more complex situation
Let's consider that Quentin joined to the party, and he paid something for everybody. Now not only Pitt family must be refunded.
There are several solutions for who refunds who.
The application proposes one solution. Here George can refund to Quentin. If this is not the best solution because George will not meet Quentin for a while, or because George hates Quentin and don't want pay something to him, you can change the plan by clicking on Quentin. You can see that several solutions are possible because Quentin's background is white (instead of purple), it means you can click on it.
When you click on a friend or group, a popup is displayed with all possible solutions.
Here the only 2 solutions are Quentin or Pitt family. Not Canet family because they must not receive money.
After setting your refund preferences, the following refunds are automatically recalculated.
You can remark that in the first solution, George had to process 2 refunds, and in the second solution he has to process only one, but ont the other hand Canet family must now process 2 refunds. This could be a motivation to change the plan, some people may have more facilities to do the refunds than others.
When entering refund preferences this way, it is stored within the event. Now the application knows that you prefer Georges refunds Pitt family, and it will take it into account for next propositions.