A new custom field for filing expenses allows you to divide your expense into multiple categories with either specific amounts or percentages of the total receipt value. This feature is particularly useful for project-based allocations.
To file an expense using the split expense feature, simply follow these steps
Click Sign in on the WegoPro homepage and select your company (You can directly sign in using your company's WegoPro URL as well).
Switch to Expenses tab in the header.
Click on Create new and select New expense report
Add a Title, description and select your group before you can start adding expenses to your report.
Now click on "Add Expense" and fill in all the details related to your expense, such as Category, Date, Merchant Name, Amount, Tax, and any other available variables, including custom variables.
While filing an expense, you will see the "Split Value" option alongside a checkbox. Click on it to proceed.
Now you can select the split value from the dropdown menu (as admins can create multiple split variables from company settings).
After this, you will see a Name-Value pair determined by your organisation. The allocation based on percentage type is pre-filled, and you need to fill in the other field with specific amounts.
Example :
When an employee files an expense for 100$, and is confronted with the “Billable” custom field, he will see the field label “Billable”, along with the 4 options:
Project A - $50 (this is pre-filled based on the 50% allocation)
Project B - $[empty input box]
Project C - $[empty input box]
Project D - $[empty input box]
Now click save
That's it. You have filed an expense. Continue adding expenses to your expense report and submit when you're ready. ✨
💡 Pro tip: If you're going on a business trip, you can create a draft report before your trip and use our iPhone/android app to keep adding expenses on-the-go.