Can I split expenses based on custom fields?

Can I split expenses based on custom fields?


Yes, you can split expenses based on custom fields. To do this:

  1. Go to Expenses on the left sidebar.
  2. Click the More icon in the right corner of the expense you would like to split.
  3. Click Split.
  4. In the split expense page, select the type of split as Split by field.
  5. Select the custom field. Select the number of expenses you would like to split the parent expense into.
  6. Edit the expense amount of each split and change the category.
  7. Click Save. The expense will be split.

    • Related Articles

    • Can I split an expense among multiple customers?

      Yes, you can split an expense among multiple customers. To do this: Go to the Expenses module on the left sidebar. Click the More icon in the right corner of the expense you would like to split. Click Split. Select the type of split as Split by ...

    • Zoho Recruit Building Custom Module

      Zoho Recruit offers several default modules for recruitment activities including Job Openings, Candidates, and Interviews. These modules have predefined business logic, including page layout, reports, and workflow automation, which feature limited ...

    • Zoho Recruit Setting Custom Module

      Here is a list of features that will help you make the custom module function for your Recruitment process. Tab Settings Organize tabs in such a way that only the relevant tabs are visible for use and the unwanted tabs are hidden. You can also rename ...

    • Can I split an itemized expense?

      No, it is not possible split an itemised expense.

    • How do I merge duplicate expenses?

      If you find that an expense has been duplicated, you can merge it with its parent expense. Prerequisite:You cannot merge Submitted, Approved, and Reimbursed expenses. Warning:Once you merge two expenses, you cannot undo it. To merge: Go to Expenses ...