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Topics
Business · Expenses and invoicing · Expenses · Submitting Expenses

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

  1. Click on 'Expenses' (from your phone: click on your profile in the top right, then on 'Expenses')
  2. Select the expense
  3. Click on '...' in the top right and 'Split expense'
  4. Add up to 10 splits, fill in the split amounts, and save

You can then enter the expense category and tax rate of each split, before submitting your expense.

To remove the split

  1. Click on 'Expenses' (from your phone: click on your profile in the top right, then on 'Expenses')
  2. Select the expense
  3. Click on '...' in the top right and 'Undo expense split'

If you can't see the option to split your expenses

If expense 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 on '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'.