Within the Approved section in Finance you have the ability to split an expense.
Please 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 if you would like to:
Click +Add Split to manually create the Split.
Or
Click +Auto Split to allow the system to split the original expense amount evenly for you, based on the number of Splits entered.
Clicked +Add Split
3. Click on Split 2 and add a description.
4. Change the category, department, project, gross amount or VAT for the Split.
5. Click +Add Split if another Split is required and repeat steps 3 and 4 for each new Split added.
Please note: The total Split expenses 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.
6. Click Create and the Split expenses will be created.
Clicked + Auto Split
3. Enter the number of Splits you would like to create in the auto split box and click OK.
4. Click on each Split to change the description, category, department, project or VAT for each Split.
5. Click Create and the Split expenses will be created.
