Split transaction

You may sometimes need to split a transaction across more than one line of coding, eg. if one transaction needs to be split across multiple departments or cost centres.

There are many ways to do this. A split for a particular transaction type may already have been defined, and you may not have any control over the split - when you finish your Spend Wizard you will see that the amount has already been split between codes according to a pre-determined format.

Alternatively, you can manually split the amounts across more than one line.

To manually split a transaction across more than one line:

1. If enabled for your company:
   1. Click to the left of the coding line. (Note: If this method of line splitting is disabled, the icon will not appear.)

      The Split Transaction Line dialogue box appears, allowing you to either:

      • Split the amount evenly across 2-10 lines (select the number of lines from the drop-down field and click Save. Each line takes an even portion of the original line and taxation amounts).
      • Split the line by amount (select the number of lines you want to split the transaction across, adjust the amounts in the Line Amount text boxes and click Save).

      With either method, any new lines are coded identically to the split line. If the coding line was created via a Spend Wizard question, all lines keep the original Spend Wizard relationship.

      Your coding work is automatically saved when you use the icon.

   2. To split an 'already split' line, repeat the above steps using the icon next to the line. Note: You cannot split a line into more than 100 lines.
2. Alternatively:
   1. Type the amounts directly into the Amount Incl column of each line. Remember the Balance field must show 0.00.
   2. Code each line accordingly.
   3. If you require more than four lines to split your transaction, click the More.. link that sits immediately underneath the coding lines.
3. If you need to change the tax amounts applied to each line, click here.
4. If individual line descriptions are enabled, you can add a comment for each split line by clicking . Enter a description less than 100 characters and save to return to the Coding tab. Note: If individual line descriptions aren't enabled, doesn't appear.