Expenses can be split by project, cost center and category. Expense splitting can be helpful in cases where one transaction includes items split across multiple budgets.
A single expense can be split into a maximum of thirty expenses. Splitting an expense is a permanent action, and split expenses can’t be reverted to the original expense. Expense splitting is only available for incomplete and complete expenses; once an expense has been submitted for approval within a report, it can no longer be split.
To split an expense, follow these steps:
Select Your expenses from the left side panel, then select the expense you’d like to split from the list on the page.
In the Edit expense pop-up, select Split. You can then specify how you’d like to split the expense between category, project or cost center, and provide a USD amount for each split.
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.
To add additional splits, select Add split.
When you are finished specifying splits, select Split Expense.
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 now appear in the Your expenses table. A split expense is indicated by a blue split icon near the checkbox.
Note: You can't split pending transactions.
If you have any more questions about expense splitting, contact our support team at support@capitalone-fylehq.com