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 split an expense on the desktop site, click here.
1. Click on Expense Reports.
2. Click on the correct Expense Report.
3. Click on the expense you'd like to split.
4. Click the three dots.
5. Click Itemize.
6. Click +.
7. Search for and select the correct Expense Type code.
8. Enter the first Amount to be itemized.
9. Enter the Business Purpose for the first itemization.
10. Enter the Vendor Description for the first itemization.
11. Ensure Payment Type is set to Company Paid.
12. Select the correct Department for the first itemization.
13. Click Save.
14. Click Itemizations.
15. Repeat steps 6 through 14 for each itemization.
16. Once you've completed your itemizations, click <.
17. Click Add Receipt.
18. Choose whether you'd like to Select Receipt From camera, photos, or the receipt storage in Concur.
Your expense is now itemized!
