Split personal/business in a meal expense

[justincarpenter]

I need to know how to expense part of a meal expense as personal. I tipped $8.08 which was $3.39 above 20%. I am being asked to mark the $3.39 as personal. How do I do that?

[MelanieT · Accepted solution]

@justincarpenter Hello!  You would need to itemize your transaction.  One line would be for the amount you can expense, the other would also be Meals, but you would mark the $3.39 as Personal.  Here are steps on how to itemize:

To itemize an expense, please follow the steps below:

1. Click on the specific expense you would like to itemize
2. Click the Itemizations tab
3. On the Itemizations tab, click Create Itemization (The expense Amount, the Itemized amount, and the Remaining amount are listed on the Itemizations tab)
4. Select the Expense Type that applies to the first itemization
5. Complete the appropriate fields
   • If this is a personal expense, select the Personal Expense (do not reimburse) check box. Designating an expense as personal means that your company will not reimburse you for the expenditure.
6. After you complete the information for each itemization, click Save Itemization
7. Continue itemizing the expense until the Remaining Amount is $0.00

Once you have completed itemizing this expense, a green checkmark appears next to the Remaining amount of $0.00, indicating that you have completed itemizing this expense.

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