Sometimes, a single expense needs to be divided into multiple categories, projects, or cost centers. Fyle's split expense feature allows you to easily divide a single expense into multiple parts. This article explains how.
Splitting an Expense
Open the Expense: Locate the expense you want to split in the Expenses section. Click on the expense to open it.
Access Split Options: Click Options at the bottom of the expense form, then click on Split. Choose how you want to split the expense:
Split by Category: Divide the expense into different expense categories.
Split by Project: Divide the expense into different projects.
Split by Cost Center: Divide the expense into different cost centers.
Enter Split Amounts:
Manual Entry: Enter the amount for each split manually.
Percentage: Enter the percentage of the total expense for each split. Fyle automatically calculates the amounts.
Split Evenly: Click Split Evenly to divide the expense equally among the splits.
Add More Splits (Optional): Click Add Split to create additional splits (up to 30 splits are allowed).
Complete and Save: Fill in any remaining mandatory fields for each split and click Split Expense.
Example
Let's say you have a $100 hotel bill that includes $80 for lodging and $20 for Wi-Fi. You can split this expense by category:
Split 1: Category: Lodging, Amount: $80
Split 2: Category: Wi-Fi, Amount: $20
Note:
Irreversible Action: Splitting an expense is irreversible. Once split, the new expenses are treated as separate, individual expenses.
Expense State: You can split expenses in various states (e.g., Incomplete, Complete, Submitted), but you cannot split expenses that have been Approved.
Admin/Approver Splits: Your Fyle admin or approver can also split expenses on your behalf.