Howto Usethereceiptsplitfunctionin the Expense Module

Howto UsetheReceiptSplitFunctionin the Expense Module

The ReceiptSplitfunctionisusedto:

•Indicatethataportionofan expenselineisnon-reimbursable(e.g.An employee importsaMyCorporateCardexpenseforamealfromtheir wallet.The mealexceeds themaximumallowableby$10.TheReceiptSplitfunction isusedtomarkthe $10 overageasnon-reimbursable.)

•Divideasingleexpenseline intomultipleexpenselines(e.g.Atravelerhasalodging receiptthatincludesaninternetfee and parking.TheTravelerentersthetotalamount ononeexpenselineandselectsLodging –Individualas theExpenseType.TheApprover uses theReceiptSplitfunction to dividethelodging expenselineintothreeexpense lines:Lodging –Individual,InternetFeeandParking.)

Theinstructionsbelowdescribeeach process.Pleasenotethat thestepsbeginattheDetails

page of theexpenselineyouintendtosplit.

Note:Mileageexpensescannotbe split.

Howto Indicatethata PortionofanExpense LineisNon-Reimbursable

1) ClickontheReceiptSplitlinklocatednear thebottomof thepage.

2) Performthefollowingactionson theReceiptDetailpagethatappears:

a. Clickthe Expense Typedrop-down menuandselectthe appropriateexpense typeof thenon-reimbursableportionof theexpenseline.Insomecases,this mightbethesameexpensetypeastheoriginalexpenseline.ClicktheSplit

button. Anewzero-dollarexpenselineappearsintheboxtotherightandthe informationon theleft nowpertainstothisnewexpenseline.

b.IntheAmountSpent field, enterthenon-reimbursableamount.Clickthe

Updatebutton.Thetotalson theright willadjust.

c. Clickthe Non-Reimbursablecheckbox.UpdatetheDescriptionfieldwith details explaining whytheexpenselineisnon-reimbursable.

d. Clickthe Donebutton.

3) Clickthe Returnto ExpenseReportlink and notethenewexpenselinesin the Expense

LineItems.

Howto Dividea SingleExpenseLineintoMultipleExpenseLines

1) ClickontheReceiptSplitlinklocatednear thebottomof thepage.

2) Performthefollowingactionson theReceiptDetailpagethatappears:

a. Clickthe Expense Typedrop-down menuandselecttheexpensetypeof the new expenselinethatneedsto becreated.ClicktheSplitbutton. Anewzero-dollar expenselineappearsin thebox totherightand the informationon theleft now pertainstothisnewexpenseline.

b.IntheAmountSpent field, entertheamountof thenewexpense.Clickthe

Updatebutton.Thetotalson theright willadjust.

c. UpdatetheDescriptionfieldasappropriate. d. Clickthe Donebutton.

3) Clickthe Returnto ExpenseReportlink and notethenew

expenselinesin the ExpenseLine Items.

Tip:Youmay splitanexpense line asmany times as necessary. Complete steps a-c

for each additionalrequiredexpense line.