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.

Two windows showing what happens when you select “Show Splits” from the Expenses & Transactions section of an expense report page

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.

“Hide Splits” button located in the top-right corner of the split summary view

Figure 2. “Hide Splits” button

Publish date: November 13, 2023

Last update: NA