Purpose
This article explains how to use a split summary view of expense reports.
Audience
This article is directed toward TravelBank expense approvers in organizations that use the TravelBank split expense feature.
Overview
Using the split summary view of an expense report allows an approver to review split items at a glance and not have to select each expense individually to view split details.
Known limitations
The split details summary shows up to two custom fields for each expense. The custom fields are shown in the order in which they were created, starting with the oldest. For example, if you created and enabled custom field A, custom field B, and custom field C.
The two custom fields shown would be A and B. If you disable field A, the two custom fields shown would be B and C, and so on.
If there are no custom fields that are applied to all categories, no custom fields are shown in the split summary.
Turn on split summary view
To use the split summary view of expense reports, take the following steps:
Select a report.
On the report details page, In the “Expenses & Transactions” section, select “Show Splits”. The split details screen shows the amount, category, department, and up to two custom fields for each expense or transaction.
Figure 1. Split summary view of expense reports
Hide split summary view
To hide the split summary view, select “Hide Splits”, as shown in Figure 2.
Figure 2. “Hide Splits” button
Publish date: November 13, 2023
Last update: NA