Splitting an Expense into Multiple Categories

If you have an invoice with expenses in multiple categories and want to review, confirm, and send the recognized categories for approval, use the Split Expense option.

The process is quite straightforward using the Expensya website, all you have to do is follow these simple steps: 

1. Upload your invoice containing the multi-category expenses using the Fast Scan option. 
2. Verify the pre-filled fields and select a project. 
3. Select the Split Expense option. 

1. A new window will pop up, allowing you to  

• Add category lines. 
• Modify the data of each category line. 
• Delete category lines. 

1. Once saved, an expense will be created for each category, under the status To review. 

Now, you can continue with the remaining steps: 

1. Review each created expense separately. 
2. Confirm them. 
3. Attach them to a note. 
4. Send them for approval. 

How did we do?

Related Articles

• Adding an Expense
• Reviewing an Expense
• Manager's Guide to Modifying Employee Expenses in Expensya