Splitting expenses across category, note, client, etc.

If you have a bill or receipt that includes multiple items to expense, you may need to split the expense into parts in order to properly categorize each item. 

How to split an expense as you're submitting it

A common example is a hotel bill that includes lodging and meals, where each item needs to be categorized separately. The meals could also need to be coded separately by client, or given a different note to add context to the meal. 

At the bottom of the expense submission form, click the "Split Expense" button: This will automatically break out the total into two even amounts which can be edited according to the cost of each item. 

The amounts, notes, categories, and any other meta data can be edited in each item on the expense. 

Once the expense is submitted, it will be automatically broken out into two individual expenses with the same receipt image. 

How admins can split an expense after it's been submitted

As an admin, you'll see a "split" button below the expense.

This will pop open the expense window where you can adjust the notes, dates, and amount for each portion of the split expense.

Once the expense is sent in, two individual expenses will be created to replace the original expense. If you click on one of the itemizations, you can link back to the other: 

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