Splitting (or itemising) an expense enables you to break a complex expense item, such as a hotel bill, into the different parts that it contains. Doing so can give approvers and accountants a better insight into the nature and details of the expense.
Sometimes a single receipt contains different VAT rates, and you will need to split the expense in order to enter the different rates. For example, a hotel invoice can contain a room night, a dinner and a breakfast, all with different VAT rates.
Split expenses are identified in expense reports by scissors icons of different colours. If no scissors icon is shown, the expense item cannot be split.
| Icon | Meaning |
|---|---|
|
A grey icon indicates that itemisation is possible but is optional for this expense item. |
|
An orange icon indicates that itemisation is in progress for this expense item but has not been completed. |
|
A red icon indicates that itemisation is mandatory for this expense item. |
|
A green icon indicates that itemisation has been completed for this expense item. |
In the following example, itemisation is complete and the individual split amounts are shown:
Split Rules
Depending on your company settings, you might be required to split an expense, or this may be optional, or this may not be possible.
In order to submit your expense report, make sure that there are no partially split expenses. These are marked with a red or orange scissors icon, and the remaining amount to be split is displayed.
See Also
Comments
0 comments
Please sign in to leave a comment.