Occasionally, an expense will need to be split across multiple departments or expense codes. e.g. Food is purchased for both My Sister's House and The Potter's House.
This article describes how to split an expense between multiple departments and/or expense codes. To learn how to edit an expense and submit your report, click here.
1. Click on your current expense report.
2. Select the checkbox next to the expense you would like to code.
3. Click Edit.
4. Click Itemizations.
5. Click Create Itemization.
6. Select the Expense Type for the first portion of the Expense.
7. Enter the Business Purpose.
8. Enter the Amount for this department or expense type.
9. Select the Department for this portion of the expense.
10. If you work in a department that uses a third Event code, select the correct Event for this portion of the expense.
11. Click Save Itemization.
12. Click Create Itemization.
13. Select the Expense Type for the next portion of the Expense.
14. Enter the Business Purpose.
15. Enter the Amount for this department or expense type.
16. Select the Department for this portion of the expense.
17. If you work in a department that uses a third Event code, select the correct Event for this portion of the expense.
18. Click Upload Receipt Image.
19. Click Upload Receipt Image.
20. Select the correct receipt.
21. Click Open.
22. Click Save Itemization.
If you need to split across more than 2 departments or Expense Types, repeat steps 7 through 12.
23. Click Save Expense.
Your expense is now itemized!
