Split an Expense

Steps to Split an Expense in an Expense Report

1. Open My Reports
   Go to the My Reports module and select the expense report containing the receipt you want to split.
   
   
   

2. Select the Receipt
   Tap on the receipt you wish to split.
   

3. Access Split Expense
   From the receipt details screen, tap the hamburger menu and select Split Expense.
   
   

4. Choose Category or GL Code
   In the Category field, select the appropriate category for the split expense.
   
   
   Alternatively, you can split the expense by the GL code.
   

5. Split the Amount
   At the bottom of the expense screen, choose one of the following methods to split the expense:

   1. Charge by Percent: Use the slider to split the expense by percentage (e.g., 50/50 split between departments)
      

   2. Enter Amount: Manually enter the amount for the split portion in the total field.
      

6. Save the Split Expense
   Tap Done, then Save to apply the split.

7. Review Split Expense
   The split expenses will appear in the expenses list within the expense report. They will be connected by a dotted line to the original receipt, indicating their split relationship.
   

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