A single expense can be split into multiple expenses according to categories, projects or cost centers. Splitting an expense is an irreversible action- once split, the two or more created expenses will be treated as individual expenses.
You can split expenses while creating them, after they have been saved or after they have been submitted in a report. You cannot split expenses after they have been approved.
Note: The option to split expenses will be available to you only if your admin has enabled it for your organization.
Steps to split an expense
Open the expense that you wish to split. Click on Options to view the different ways in which you can split the expense.
Split by Category: Using this option, you can split an expense into different categories. For example, you might want to split a travel receipt into Taxi and Food category.
Split by Project: Using this option, you can split an expense into different projects. For example, you may have purchased supplies that you used across 2 different projects.
Split by Cost Center: Using this option, you can split an expense into different cost centers. For example, you may have purchased equipment that will be used in 2 different cost centers.
Select the option you wish to split the expense by to proceed.
You can enter the amounts for the new expenses created manually or using percentage. For example, if you enter 10% for Split 1, Split 2 will automatically be filled with the remaining value, i.e., 90%.
If you wish to split the amounts equally, click on Split Evenly and the splits will automatically be filled with equal amounts.
To add another split, click on Add Split. You can create up to 30 splits for a single expense.
Fill in the remaining fields for the splits created and click on Split Expense. This will successfully split the expense into the splits you have created.
Note: Splitting an expense is an irreversible action.
Once you have successfully split your expense, the split expenses will be visible as separate expenses to you. You can make further edits to these expenses if you wish to.
If your original expense was not added to any report, you will be able to see the split expenses in the My Expenses section.
If your original expenses was added to a report, you will be able to see the split expenses in the same report.