Splitting an Expense in Corpay Complete

The Split Expense feature in Corpay Complete helps users to allocate/split expenses between expense categories, departments, locations, business units, or projects. Expenses can also be split between metadata/dynamic coding fields. Users may split expenses when creating a new expense item or editing an existing expense item.

Note: Please note that the company setting needs to be turned on for Split Expense features to be active.

Follow the steps below to allocate your expenses when creating a new Expense Item.

1. Log in to Corpay Complete.

2. Select the Expenses menu item from the left-side navigation pane. Under the Expenses tab, select the +Create Expense Item button.

3. Complete the fields on Create a New Expense Item page.

Note: Under the Expense Allocation section, you have two options to split an expense.

a. Complete the fields in the Expense Allocation section and click on the Split Expenses button.

i. When Coding field is filled out in the Create a New Expense Item page, the Split Expense window appears with prepopulated coding info from the previous page.

ii. As applicable, add more allocation items by selecting the + Add Split button. When done, click Save.

b. Click on the Split Expense button without completing the fields in the Expense Allocation section.

i. The Split Expense modal appears with an empty and editable row.

 

ii. As applicable, add more allocation items by selecting the + Add Split button. When done, click Save.

Note:

• The Create Expense Item page will now display the updated Expense Allocation information in a tabular format.  
• As applicable, you may edit the expense allocation by clicking on Edit Split at the bottom of the screen.
• Once done, select Create Expense Item.

Note: The Split Expense feature allows you to also edit expense allocations on an already created Expense Item. Follow the steps below to edit expense allocations on an already created Expense Item.

1. From the Expenses tab, Expense grid, select the Expense Item you wish to edit. The Expense Item Details page displays all Expense Allocation information. Click on the Edit Expense Item button at the top right-hand corner of the screen.

2. On the Edit Expense Item page, click on the Edit Split button at the bottom of the page.

3. When the Split Expense modal appears, complete the Expense Allocation edits as applicable.

Note: Expense Allocations can also be edited from the Expense Report Details page.

a. Click on the pencil icon corresponding to an expense allocation for a given Expense Item.

b. Update the fields as applicable and click on the Split Expense button.

c. On the Split Expense modal, update the fields or Add Split as appropriate and click Save.