Split an Item

On occasion, you may need to split an out-of-pocket as well as credit card expense into multiple items, assigning portions to different GL codes within categories. This article will provide details on how to split an expense item. Administrators can choose to add the configuration to their company settings to allow claimants to add the GST and/or the item description to each entry when they are splitting an item.

How to split an item?

Out-of-pocket and Corporate Card expenses follow the same steps to split items. The below steps use an out-of-pocket expense as an example...

1. From the Cash & Other Expenses dashboard, select an expense claim that has not been submitted, as shown in the following screenshot...

   

   The claim form for the selected expense claim is displayed, as shown in the following screenshot...

   

2. Click the SPLIT button, as shown in the following screenshot...

   

   The Split Expense Item dialog is displayed, as shown in the following screenshot...

   

3. Split the claim using one of the following options...
   VALUE

   1. From the Split By drop-down menu choose a category to split the item.
   2. Click in the empty field and select a relevant code from the displayed list, as shown in the following screenshot...

      

   3. Enter an amount of the total you want to assign to this code in the money field, as shown in the following screenshot...

      

      Tip

      • The claimant can type a description for each entry in the Description field.
      • The claimant can choose either Yes or No for the Is GST Included field.
        • If No is selected, the amount will be defaulted to $0.
        • If Yes is selected, the system will calculate the GST amount based on the Gross.
   4. Click the ADD ROW button if you want to split the claim into other relevant codes.
   5. Repeat the above process until you have accounted for the full cost of the original item.
   PERCENTAGE

   1. From the Split By drop-down menu choose a category to split the item.
   2. Click in the empty field and select a relevant code from the displayed list, as shown in the following screenshot...

      

   3. Enter the percentage of the total you want to assign to this code in the money field, as shown in the following screenshot...

      

      Tip

      • The claimant can type a description for each entry in the Description field.
      • The claimant can choose either Yes or No for the Is GST Included field.
        • If No is selected, the amount will be defaulted to $0.
        • If Yes is selected, the system will calculate the GST amount based on the Gross.
   4. Click the ADD ROW button if you want to split the claim into other relevant codes.
   5. Repeat the above process until you have accounted for the full cost of the original item.
   EQUAL

   1. From the Split By drop-down menu choose a category to split the item.
   2. Click in the empty field and select a relevant code from the displayed list, as shown in the following screenshot...

      

   3. When you select the Equal option, Zeno Expense will equally distribute the total amount, as shown in the following screenshot...

      

   4. Click the ADD ROW button if you want to split the claim into other relevant codes.
   5. Repeat the above process until you have accounted for the full cost of the original item.
4. Click the SAVE button.

   The Cash & Other Expenses dashboard is displayed, where you can see the expense has been split into separate items, as shown in the following screenshot...

   

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