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Splitting expenses into multiple line items
Splitting expenses into multiple line items

Learn how to split an expense into multiple lines with a different category, custom field, tax rate, and team.

Nikolay Pohlupkov avatar
Written by Nikolay Pohlupkov
Updated over a week ago

Your company may receive an invoice containing expenses related to different pre-defined expense categories, teams, tax rates, or custom fields such as Cost center or Project.

In such cases, you can split expenses that are not yet reviewed into multiple line items, so that you can maintain the correct expense categorization data on each line.

In Payhawk, employees can split expenses into line items too. If your workflows are configured to require approval by a team or custom field manager, Payhawk will send expense requests to all relevant approvers based on the data in all line items. For more information, see the article about defining custom approval workflows.

To split an expense into multiple line items:

  1. Log in to the Payhawk web portal.

  2. Go to Dashboard > Expenses.

  3. Select the desired expense by clicking on it.

  4. Click on the three dots menu and select the Split option.

  5. Enter the required data for each line item, for example:

    • Expense category.

    • Custom fields such as Cost center and Project.

    • The amount for each line item. Make sure that the amounts add up to the correct total.

    • Tax rate.

  6. Click on Save to confirm your changes.

To view, edit, or delete a line item, click on the number of items under the amount of the expense, or under Amount.

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