Expenses can be split by projects, cost centers or categories. This is helpful if an employee made one transaction with items for multiple projects.
One expense can be split into a maximum of 30 expenses. Splitting an expense is a permanent action. Split expenses can’t be reverted to the original expense.
Incomplete and complete expenses can be split. Once submitted for approval in an expense report, an expense can’t be split.
As an admin, you can split the expenses of any employee. Select the Expenses tab on the left panel. Then, select the All business expenses page in the drop-down.
Select the expense you’d like to split from the list on the page.
In the Edit expense pop-up, select the Split button at the bottom right of the pop-up. From the list, select how you’d like to split the expense. You can split by category, project or cost center.
In the Edit expense pop-up, a section for each split will be created.
You can enter a specific amount for the split in the USD field.
You can also determine the amount for each split by percentage—enter the required percentage in one of the split sections, and the tool will automatically adjust the amount between the split expenses.
To distribute the amount equally between each split, select the Split evenly button.
Select the Add split button to further split the expense.
Select the Split expense button to save.
If a receipt is attached to the original expense, the same receipt will be attached to all the split expenses by default.
The split expenses will be in the list on the All business expenses page. A split expense is indicated by a blue split icon near the checkbox.
If enabled on the Enable advanced features page, spenders can split their own expenses. For more information, view the Enable advanced features for expenses and reports help article.
If you have any more questions about splitting business expenses, contact our support team at support@capitalone-fylehq.com