Splitting an Expense

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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 3: Click the arrow (>) next to the expense you would like to split. This will open the Other Actions menu. In the Other Actions menu, select Split Expense.

Split_3.png

Step 4: On the next page, enter the Amount you would like to split. 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. 

 

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Comments

  • Avatar
    Kent Bailey

    The split expense option isn't highlighted on my cell phone in the app. It's there in black not clickable. It's not imported from credit card. It's from a receipt uploaded from post office.

  • Avatar
    Christine Stewart

    I can't click on the split expense function for my mileage. Am I doing something wrong?

  • Avatar
    Allison Dickey

    Hi Kent-
    The red flag in the corner of your expense line indicates that the expense needs attention. You will not be able to split the expense until you have addressed that. I recommend using the Cleanup Wizard to resolve the issue. Once you have completed the Cleanup Wizard process, you will be able to split the expense.

    -Certify Support

  • Avatar
    Allison Dickey

    Hi Christine-
    Splitting mileage expenses is not something that Certify currently offers.
    While we wait for this feature, mileage expenses will have to be created separately rather than creating one large mileage expense that needs to be split. I apologize for the inconvenience.

    -Certify Support

  • Avatar
    Jami Mcdermid

    Can you split an expense in inquiry mode?

  • Avatar
    Candice Camfferman

    Hello Jami,

    No, the split expense feature is not available via an inquiry. Reports will need to be disapproved to allow the Submitter to split the expense line.

    -Certify Support

  • Avatar
    Nklacic

    Can you reverse the splitting of an expense?

  • Avatar
    Candice Camfferman

    Hello Nicole,

    To delete a split expense in a draft report, you will need to click the blue arrow (Other Actions Menu) and click Delete Expense on the child expense line. I will follow up via email for more information.

    -Certify Support

  • Avatar
    Liz Stuertzel

    Can "split expense" be a feature add?? I hate to disapprove an entire expense report because one item needs to be split. Please, please, please have this as a new feature.

  • Avatar
    Jennifer Richardson

    Hello Liz,

    As an Accountant you are able to split an expense on an expense report. This can be found under the Accountant's Other Actions. This Help Center article can assist you as well: https://help.certify.com/hc/en-us/articles/203329670-Accountant-s-Other-Actions-Menu

    -Certify Support

  • Avatar
    Mike Andrew

    Can I split an expense when an expense goes over the per diem? For example a meal that goes over the per diem - how do I show that only part of it is reimbursable?

  • Avatar
    Jillian McLeod-Tardiff

    Hi Mike,
    Your company may have a category to allow you to submit "personal" expense amounts. You could split your Per Diem Meal expense and select the Personal category for the overage to bill the overage back to you. I'll reach out via email with more information!
    -Certify Support