Splitting expenses
Some of your transactions may contain multiple items with their own tax rates, or belong to different accounting categories. In these cases, you can split your expense in up to 10 parts to report each properly.
To split your expense
- Click 'Expenses' (mobile: tap your profile icon in the top-left corner, then 'Expenses')
- Select the expense
- Click the three dots '...' in the top-right corner and 'Split expense'
- Add up to 10 splits, fill in the split amounts, and save
You can then enter the accounting category and tax rate of each split, before submitting your expense.
To remove the split
- Click 'Expenses' (mobile: tap your profile icon in the top-left corner, then 'Expenses')
- Select the expense
- Click the three dots '...' in the top-right corner and 'Undo expense split'
If you can't see the option to split your expenses
If accounting category and tax rate 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.
If approvals (non-Basic plans only) are enabled, reviewers can also split the expense while the expense is 'Pending review'.