Sometimes you buy something and it doesn’t fit into a single category.
Or sometimes, only a % of it is allowable, eg if you can only claim for 50% of your phone bill.
What we’re thinking
We’re looking at these problems together, but thinking of them like this:
Claim a % - if you can only partially claim for a purchase, include a % slider/amount on the transaction so you can just claim the allowable portion of it.
Split a transaction - a bit meatier, is to let you split a transaction into multiple parts, for example a single Amazon purchase might break down into 3 different categories with varying amounts.
We’ll want a nice way to tackle these in the app, and also to reflect them in things like the Accountant Portal, Data Exports, Statements etc.
When do you have transactions like this?
How have you handled them in the past?
Do you have any good examples of handling these transactions?