Split transaction across multiple forms

You may occasionally need to split a transaction across more than one Spend Wizard. For example, if your organization has a form for both Travel and Entertainment and you have a card transaction that is for hotel accommodation but a component of it was for a meal at the hotel with a client, then you may want to split the transaction across the two forms.

To split a transaction across more than one Spend Wizard:

1. Once you have selected the transaction, select the first form you want to complete from the Options window.
2. In the Allocation tab, apportion your transaction across the field(s) relevant to this form.

   At the base of the window, the amount of the transaction apportioned will be shown in the Total Allocated field. The amount that is left in the Balance field will be the amount you will allocate to another form.

   Depending on your company setup, you will be taken to the Coding tab of the Transaction Details window or you may have to complete additional details on the Comments tab of the form.

3. Complete the fields required by your organization.

   On the Coding tab of the Transaction Details window you will see the default coding applied to the transaction lines based on how you have allocated the amounts on the first form.

4. Click the Expenses tab to select the second form you want to complete for the remaining unallocated amount.
5. On the Options tab you will see the amount already allocated beside the name of the form you completed on the left of the screen. Underneath it will be the amount still to be allocated.
6. In the centre of the window, click the name of the form you want to apportion the remaining amount to. When you open the form you will see at the base of the Allocation tab that the amount you allocated to the first form is shown in the Other Allocations field and the amount to allocate in this form is in the Balance field.
7. Complete the form as you did the first, completing all mandatory fields.

   The Coding tab of the Transaction Details window appears, ready for you to complete the coding of the transaction.

8. Click Save.