Split Expense allows you to divide a single card transaction into multiple line items and assign different accounting fields, tags, tax codes, or other details to each line.
For example, if one transaction includes purchases for multiple departments, locations, or expense categories, you can split the transaction and account for each part separately.
How to split an expense
Step 1: Go to Expenses and open the expense you want to split.
Step 2: Click Split expense next to Accounting fields.
Step 3: The expense will open in the Split expense view. Alaan will automatically carry over values from the original expense to the split lines.
Step 4: Add the required split lines and enter the amount for each line.
You can also update the relevant accounting fields for each line, such as the expense category, tax code, or tags.
You can add multiple rows at once when more split lines are required.
Step 5: Make sure the split amounts add up to the total expense amount. Alaan shows the remaining amount while you create the split.
Once the split is balanced, the remaining amount indicator will turn green.
Step 6: Complete any required fields for each split line.
If a required field is missing, Alaan will highlight it. You will not be able to save the split until:
The split amounts match the total expense amount.
All fields required by the applicable submission policy are completed.
Step 7: Click Save.
Once saved, a split summary will show the number of split lines and highlight if any required information is missing. You can click View split to review or edit the split details.
How to edit a split expense
Open the expense and click View split from the split summary.
You can review the individual lines and update the relevant details.
Save the changes once the split amounts and required fields are complete.
How to delete a split
You can delete an existing split if it is no longer required.
When deleting the entire split, Alaan will ask you to confirm the action before removing it.
FAQ
Q: Why can't I save my split expense?
A split cannot be saved if:
The amounts across the split lines do not equal the original expense amount, or
A field required by the submission policy is missing.
Check the remaining amount and any highlighted fields before saving.
Q: How do I know whether my split amounts match the expense total?
The Split Expense view shows a remaining amount tracker. The indicator turns green once the split lines add up to the original expense amount.
Q: Do I need to enter all the expense details again when creating a split?
No. Relevant values from the original expense are pre-filled across the split lines. You can then update individual lines as required.
Q: Can I add multiple split lines at once?
Yes. The Split Expense view supports bulk adding rows, making it easier to create multiple split lines.
Q: Can I leave the memo blank?
Yes. Memos can be left blank when creating split lines.
Q: Will my expense category automatically select the mapped tax code when splitting an expense?
Not in all cases.
If the expense category and its tax code mapping are selected before the split is created, the existing values are copied to the split lines.
If the expense category is selected or changed while the split is still in the draft split state, the mapped tax code is not automatically applied. The required information needs to be completed before saving.
Q: Can I edit a split after creating it?
Yes. Click View split from the split summary to review and edit the individual split lines.
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