If your Finance team have given you permission to edit expenses before approving, you will have the option to split an expense from the Awaiting Approval section in the Approval area.

Note: Purchase type expenses are the only type of expenses that have the split function option. The split function is not available for personal car mileage, company car mileage and time expenses.

Follow the steps below to split a purchase expense:

1. Click on the expense you wish to split and select the Split button.

2. Decide from the following options how you would like to split the expense:

If you clicked +Add Split, follow these steps:

1. Click on Split 1, check the split details are correct and edit the split amount accordingly.

2. Click on Split 2 and complete the split expense details as required.

3. Click +Add Split if another split is required.

4. Repeat steps 2 and 3 for each new split as required.

Note: The total split expense amounts must match the original expense amount at all times. If a split expense has been deleted, the amounts of the remaining splits will need to be edited. Each split will maintain its own history, independently of the original expense.

5. Click Create and the expense will be split based on the total splits added and expense details entered.

If you clicked +Auto Split, follow these steps:

1. Enter the Number of Splits you would like to create in the Auto Split box and click OK.

2. Click on each Split to change the expense details for each Split as required.

3. Click Create and the Split expenses will be created based on the total splits added and expense details entered.

Note: If you entered the wrong Number of Splits, you can click +Add Split to add additional splits and edit each split as required. Alternatively, you can click Cancel on the Split expense and start the split process again.