Splitting expenses
Some of your transactions may contain multiple items with their own tax rates, or belong to different accounting categories or cost centres or projects. In these cases, you can split your expense in up to 10 parts to report each properly.
Fees and T&Cs apply.
To split your expense
- Open your expense
- Click 'Split'
- Add up to 10 splits, fill in the split amounts, and save
You can then enter the accounting category, tax rate and labels of each split, before submitting your expense.
To remove the split
- Open your expense
- Click 'Edit splits'
- Click 'Undo split'
If you can't see the option to split your expenses
If accounting category, tax rate and labels aren't required fields, you won't be able to split your expense unless you have the 'Manage expenses' permission. Team members with the permission 'Enrolled in Expenses' can only view required fields.
Expenses can only be split as long as they're not completed. Admins can click 'Revert decision' to reset expenses back to the 'Expense info required' state and apply a split.
Reviewers can also split the expense while the expense is 'Pending review'.