Some expenses may need to be split into two or more categories, departments, or projects. For example, a lodging fee may also include meals or parking expenses. This article shows you how to use the Split Expense function in Certify.
Step 1: On your account homepage, select Drafts.
Step 2: Select the Name of the expense report you want to open.
Step 4: On the next page, enter the Amount you would like to split. You have the option to split the expense by dollar amount or by percentage. The split amount will be subtracted from the full, original expense amount. You can also make edits to the other expense fields as needed.
The receipt image attached to the original expense will also be attached to all of the split expenses. If you would like a different receipt image to be attached to a split expense, click the green checkmark under the Receipt column. A dropdown menu will open where you can select a different receipt image to attach to the split expense. Click Split Again to continue splitting the current expense. When you have completed splitting the expense, click Save.
Step 5: On the next page, you will see that the original expense and the split expense(s) will be linked together by a dotted line under the Expense column in the expense report.
Please Note: Split Expense is not available for mileage expenses, per diem expenses, and expenses that need attention.