Split Transactions

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At times, it may be appropriate to “split” a charge between multiple orgs or multiple accounts.  

  • Small camera iconFrom the “Account Statement” screen, click on the red X to the right of the transaction.

  • Small camera iconThe “Transaction Details” screen will now be displayed.  Use the arrows to the right of the Org Code and Account boxes to obtain the proper org code and account code for the first line.  
  •  Click on the “Amount Incl” box for the first line and enter the correct amount of the charge to be allocated to this org and account.

  • Small camera iconUse the arrows to the right of the Org Code and Account boxes to obtain the proper org code and account code for the second line.  
  •  Click on the “Amount Incl” box for the second line and enter the correct amount of the charge to be allocated to this org and account.
  • Continue in this manner until the entire charge has been allocated.  The “Balance” box must equal 0.
  •  Enter the justification information (answers to the 5W’s) in the “Narrative Details” box.  Click on “Save.”