Table of Contents
- How to split a transaction or reimbursement
- Which fields are splittable
- How to edit a split
- Which platforms support this
- How to automate splitting transactions
- How does Ramp handle splitting multi currency transactions
All Ramp users can split transactions and reimbursements on Ramp into multiple line items to properly allocate different amounts to different accounts - category, department, location, or any custom fields you need.
How to split a transaction or reimbursement
To allow your employees to split transactions, you can head to Settings > Expense Policy > Global Approvals and Restrictions (toggle at the bottom) There are two options to split a transaction or reimbursement on Ramp.
1) From the Transaction Drawer or Reimbursement Drawer
Once you've navigated to a transaction or reimbursement, scroll to the section "Accounting" and click "Split". Add as many lines as you need.
- Amounts must add up to the transaction or reimbursement total.
- Each line can be coded differently by category, department, location, and also any custom fields.
2) From the Accounting Page
Select the transaction or reimbursement, then click "Split Transaction" or "Split Reimbursement" by clicking the three dots button at the bottom of the Accounting page.
Note: For reimbursements, users cannot edit a split post submission. For international mileage reimbursements, the split amount will show in USD.
Which fields are splittable?
Fields are splittable based on how you have configured your accounting provider. You may split any field that your accounting provider allows. Fields fall into two different buckets:
Non-splittable fields. These fields can be set like any other field in your transaction or reimbursement. These can be set at the transaction or reimbursement level and will appear in your accounting platform once synced.
- For NetSuite, only fields on the line level are splittable.
- Splittable fields. All splittable fields appear under each line item section:
How to edit a split
Splits can be updated in the table view to adjust amounts, categories, and other fields. However, a split transaction can only be saved if all split lines are valid. Once a transaction is split, it will be updated on your accounting dashboard by the merchant name.
Which platforms support this?
This feature is compatible for all accounting providers
How to automate splitting transactions?
Ramp does not currently offer the ability to create rules for how you want to split transactions, however, we do offer split suggestions based on your past activity.
Note: This capability only applies to credit card transactions at this time.
How does Ramp handle splitting multi currency transactions?
Splitting is done in the transactions original currency. For example, If a Canadian Card makes a purchase at a merchant who charges in Euros, then Ramp will sync the transaction in Euros.
Multi-Currency may not be available to your accounting provider, please reference: https://support.ramp.com/hc/en-us/articles/11642074477971-International-Accounting-Support