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Ability to split one receipt into multiple categories without splitting into separate expenses
The split option takes one expense and splits it into two. This is great when you add one receipt that has different categories of items on it. However, there does not appear to be a link between them to know that the expenses are related to the same receipt or for the reviewer to be able to confirm that none of the individual items are accounted for twice.
So like if you had one receipt that had office supplies, a deliver expense, a gift, postage and a professional publication. I’d have to split one expense into 5 different expenses and then the reviewer would have a hard time keeping up with which items on that receipt were already accounted for.
Comments
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Hi @JPriest, so instead of not-splitting, do you think that somehow linking the parts after splitting would be useful?
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Potentially, depending on how it is done. Another use case would be a hotel receipt where you may have meals, WiFi charges, and lodging all on the same receipt. It would be helpful to have a way to categorize that one receipt into different categories, but still see that what you have categorized for that receipt ties to the total of the receipt.
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It would be great if someone could explain how to do this? Or just admit that this super basic feature isn't included with Expensify!
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Hi @bclkasdflkj ! What the OP has described is not currently possible, no. This is the reasoning for it being an "Idea" here that can collect votes. Upvote away! And if there is enough interest with other Community users, it's potentially something that we could look into building.
In the meantime, please continue to split expenses in order to categorize them accordingly.
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Funny that you would think you need to upvote such a basic idea!
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I think most organizations need above described use case to be implemented! I agree that this is a basic and necessary feature! Most people don't go through the "Ideas" and won't vote. It doesn't mean that it's not an important feature.
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I hate the fact that when you split an expense it breaks it down into all the different category codes or essentially takes one expense and makes it multiple. Reason being for reconciliation purposes, it is a nightmare to figure out the error! We use this feature for uniforms and often times I have 8-9 line items for one expense! If the report does not balance I must find a combo of scenarios to determine the original expense or look at the invoice which is time consuming!
