How do I itemize my expense?


To better manage you and your employees’ spend, you can split a single expense into individual line items and attribute each line item to a different spend limit. Following this, each spend limit's expense policy and rules will be automatically applied.

For example, if your employee travels for work, your company may cover the employee's hotel room, but the employee might choose to upgrade their room. They can split the cost of this expense, separating the base cost of the room and anything extra. The employee can then go on to send a repayment for the extra cost.

Once a card transaction goes through, you can itemize the expense into different spend limits by following the steps below:

In the dashboard

Step 1: Account admins or card admins can itemize a transaction on behalf of another user in the Expenses or Accounts page. Personal expenses can be itemized from the Wallet page.

Step 2: Choose the specific expense to itemize and click Itemize this expense.

Step 3: Choose the name of the merchant category and amount for each itemized expense.

Step 4: Choose the second merchant category and amount. Click Itemize # expenses and then click Confirm on the pop up. Once this is complete, the expense will be split and itemized into merchant categories.

Step 5: After the itemization is complete, you can update the spend limit, memo, receipt, and other information of the itemized expense as you see fit.

In the app

Step 1: Click on the transaction and, under the Merchant section, click Itemize this expense.

Step 2: Choose the name of the both merchant category and amount you’d like attributed to each.

Step 3: Click Confirm.

Step 4: After the itemization is complete, you can update the spend limit, memo, receipt, and other information of the itemized expense as you see fit.

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