Enable Splitting Expenses

Your company can choose to allow its employees to split some expenses across accounts or projects. For example, an employee may want to split the monthly telephone expense across the multiple projects on which they're working.

Users can split expenses across accounts or projects based on the privileges that are assigned to them.

After a user splits the expenses and submits it for approval, the manager can see the split details in the expense approval report. Similarly, the auditors can review the split details on the Audit Expense Report page.

Here are the steps to enable splitting expenses:

1. In the Setup and Maintenance work area, select these options:

   • Offering: Financials

   • Functional Area: Expenses

   • Task: Manage Expenses System Options

2. In the User Options for Expense Report section, set the value of the Enable Split Allocations field to Yes.

   Note: You can also set this option for specific business units as well.

3. Click Save and Close.