Single Expense can be split into multiple expenses using the ‘Split’ feature. Expenses can be further split by the amount or by percentage as per the requirement of the user. Users will typically split by amount when a receipt that has multiple lines has to be split into multiple expense types (for example, a hotel receipt can have multiple lines like laundry, room service, meals, lodging, etc). Users will typically split by percentage when you have to split the expense between multiple departments or cost centers or projects.
The split feature is similar to the one available on the web app, on the mobile app too expenses can be split by the amount or by percentage. The only difference in the mobile app is that expenses need not be a part of any expense report before they are split. As an example we would be splitting expense type ‘Hotel’ for $700 into three expenses ‘Hotel’ for $595, ‘Meals' for $70 and ‘Tips’ for $35 as an amount as well as percentage separately.
Split by Amount (OPTION 1)
1) Choose the expense which needs to be split by tapping over it, the user is presented with the options shown in the figure below choose ‘Split’ option. The user is then presented with the option to split the transaction by Amount, Percentage or cancel the operation by choosing the Cancel option. Choose the split by Amount option here
2) On selecting the Split by amount option user will be presented with the screen to add a split expense. On choosing the ‘Add’ option user will be presented with the screen to add the amount he would like to split the expense with. The Total Amount, Split Amount and Remaining Amounts are displayed, these are auto-calculated and populated so the user can track the splits. When the user hits the ‘Save’ option after entering the amount a split expense is created with the exact same fields of the original expense, the user can edit this expense by selecting another expense type/customer/project. Here in the example we have changed the expense type to ‘Meals’ amounting to $70 to capture the meal expense (Refer below Figure).
3) To add another split to the expense follow the same steps as in point 2. Here in the example we have changed the expense type to ‘Tips’ amounting to $35 to capture the expense. The ‘Remove All’ option will remove all the splits for the original expense.
4) The following figure shows the original expense type ‘Hotel’ for $700 split into three expenses ‘Hotel’ for $595, ‘Meals' for $70 and ‘Tips’ for $35 as an amount. When all the expenses are uploaded using the ‘Upload All’ option they turn green and will be available on the web app too.
Split by Percentage (OPTION 2)
1) Choose the expense which needs to be split by tapping over it, user is presented with the options shown in the figure below choose the ‘Split’ option. User is then presented with the option to split the expense by Amount, Percentage or cancel the operation by choosing the Cancel option. Choose the split by Percentage option here.
2) On selecting the Split by Percentage option user will be presented with the screen to add a split expense. On choosing the ‘Add’ option user will be presented with the screen to add the percentage he would like to split the expense with. The Total Percentage, Split percentage and Remaining Percentage are displayed, these are auto calculated and populated so the user can track the splits. When the user hits the ‘Save’ option after entering the percentage a split expense is created with the exact same fields of the original expense, user can edit this expense by selecting another expense type/customer/project. Here in the example we have changed the expense type to ‘Meals’ amounting to $70(10% of the expense amount) to capture the meal expense (Refer below Figure).
3) To add another split to the transaction follow the same steps as in point 2. Here in the example we have changed the expense type to ‘Tips’ amounting to $35 (5% of the expense amount) to capture the expense (Refer below Figure). The Remove All will remove all the splits for the original expense
4) The following figure shows the original expense type ‘Hotel’ for $700 split into three expenses ‘Hotel’ for $595(85% of the expense amount), ‘Meals' for $70(10% of the expense amount) and ‘Tips’ for $35 (5% of the expense amount). When all the expenses are uploaded using the ‘Upload All’ option they turn green and will be available on the web app too.
