There are three ways to classify an expense to a project as highlighted in the menu below:

1. Classify individual or selected items to one project and then classify other items to another project

2. Classify the entire claim to a single project. This is recommended where possible as it is faster

3. Split the classification for a single expense which covers two or more projects, e.g. a flight between two clients

Where possible you should classify your whole claim to a single project, as this results in new items added to the claim being auto-classified to the same project. Select the option to classify all items and in the popup enter:

1. The customer you wish to bill if the project is external
2. The project for that client, or select the project first if internal or if you want to auto-populate the customer
3. The task within that project. While it is required to classify expenses to a task level many companies have just one task for expenses across an entire project, causing the task to auto-populate sometimes
4. If the project/task selected is billable you have the option to mark the expense as billable (the default) or as non-billable (by unchecking the billable check). Wait for the billing check to appear before checking it yourself
5. If previous items in that claim were already classified to another project you can automatically re-classify them to this new project by checking this box. If you don't, new items you add will still auto-classify to the new project

You can select one or more items and then choose "classify selected items" to classify some but not all items from your expense claim to a project. In the popup:

1. Select the customer, project and task as mentioned above
2. Indicate whether these expenses are billable or not by unchecking the billing flag if non-billable
3. New items added to the claim will not get classified unless you previously selected "classify all"

If you wish to just classify one item to a different project from the rest then instead of selecting it and using the "Classify to Project" menu you can either click on the classification icon in the item list (classification column) or add the columns for customer, project and task to your expense claim item list and select them directly in the item list.

To classify more than one project to a single item in your claim, open any existing or new claim, select the item and:

1. On top left click on 'Classify to Project' and a drop down will open. Select 'Split Classification for item'
2. This will open an popup defaulting existing classification. Select a different task and project as highlighted in purple
3. Add new rows to the split classification popup to split this item (e.g. airfare) between multiple projects
4. Enter the amount of each split making sure that the total for all splits adds up to the original item total
5. Click on 'confirm' button
6. Under Classified column you can see an icon which represents multiple classifications. Clicking on this icon will re-open the split classification popup.