Split/Bill Expense

Companies often need to allocate expenses across multiple categories. The Split Expense function makes this process easy and efficient.

Select the Expense Report.
Choose the Expense Report containing the expense you want to split.
Choose the Expense.
Click on the specific expense that you want to split.
Open Split Expense.
Click on the Split Expense option from the Entry Tasks menu.
Enter Split Details.
In the Split Expense window, enter either:
1. The percentage of the expense to allocate (the split amount will be auto-calculated based on the original expense and the percentage entered in this field), or
2. The exact amount for the split (the split expense will be worth the dollar amount you enter.
Complete Expense Details.
Fill in all other necessary fields for the Expense. Ensure you select the right Category and attach Receipts as necessary.
Allocate to Client or GL Account.
1. To allocate a partial amount of an expense to a client, click “Bill to Client”.
2. To allocate partial amounts of an expense to other GL departments or projects, click “Bill to GL Account”.
Save the Split Expense
When you are done editing the Split Expense, click the Save icon. The Expenses list will now display both the original and split expenses, with the split expense indented for easy identification.

When you split an expense, the original expense line will still display the full amount, while the split expense will only show the allocated portion. However, print previewing reports will display how the amounts will be split.
The original expense must be in Unsubmitted status in order to be split. If the expense still needs edits, an error message will appear.
You can split an expense as many times as needed. Use the Split/Bill Expense Again option from the Entry Tasks navigation menu. Each split will be shown as an indented record in the original expense.
The split function can be copied across multiple expenses. Learn more about Copying the Split Allocation in this article.