Overview
If enabled, Ramp supports splitting transactions and reimbursements into multiple line items, allowing proper allocation of a single expense to different accounts such as category, department, location, or any custom field. This ensures accurate financial tracking and reporting.
Jump to:
- How to enable splitting (Admin only)
- 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
- Additional details
- Split Transaction Errors
How to enable splitting
To allow your employees to split transactions, head to:
- Settings
- Expense Policy
- Global Approvals and Restrictions (toggle at the bottom)
How to split a transaction or reimbursement
There are multiple options to split a transaction or reimbursement on Ramp.
From the transaction or reimbursement view
Select your transaction or reimbursement, scroll to the section "Accounting" and click "Split". Add as many lines as you need.
- Note: Amounts must add up to the transaction or reimbursement total.
- Each line can be coded differently by category, department, location, and custom fields.
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: Users cannot edit a split post submission for reimbursements. For international mileage reimbursements, the split amount will show in USD.
From the mobile app
Tap on the transaction or reimbursement and then tap the Actions button. Use the split option to account for each portion as needed.
Which fields are splittable?
Fields may be split 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 can be set like any other field in your transaction or reimbursement, at the transaction or reimbursement level, and 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 with all accounting providers
How to automate splitting transactions?
Ramp does not currently allow you to create rules for splitting 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 transaction's original currency. For example, If a Canadian Card purchases 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
Additional details
Split Transaction Errors
Generally, split transaction errors occur when the total amount of the original transaction has changed. Therefore, the split transaction amounts no longer add up to the original transaction causing an error.
For example, a Ramp card is used at a restaurant. The initial charge to Ramp card is $100 and the transaction was split in half ~ $50 / $50. However, when the charge cleared the tip amount was added to the Ramp card, so the transaction is now $120, not $100. Therefore, the split transaction amounts add up to $100, but the transaction is $120. The split amounts need to be changed to $60 / $60 for the transaction to sync.
To resolve this issue, go to the original transaction, and re-enter the correct split amounts with the new total.
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