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 budget. Following this, each budget'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 budgets by following the steps below:

In the dashboard

Step 1: In your dashboard, go to Expenses and click on the specific expense.

Step 2: Click Itemize this expense. Choose the name of the merchant category and amount for each itemized expense.

Step 3: Choose the second merchant category and amount. Click Itemize and then click Confirm on the pop up. Once this is complete, the expense will be split and itemized into merchant categories.

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