Bank Import: Split a Transaction

Bank Import: Split a Transaction

1.  Click the action icon () on the transaction row and select “Split Transaction” from the menu.

2.  Manage Split Transaction screen will open. Under the Split Transaction section, select the file on the split row. 

3. Search and select file by clicking on the file name.

4. The file will be assigned to the split row. 

5. Type in the Description and Amount. 

6. If required: Add the VAT and tick to show in tenant statement.

7. Click on the Add button () to load the split row. Repeat step 2 until all split's rows are added. To modify any rows, click the remove button () to remove the split row. 

8. Once the Remaining Balance reaches zero, click Save Split to record the split transactions.

9. The split will be saved, and on the main screen, the original transaction will disappear and only display the split transaction in green.

10. Optional: To modify the transactions, click the action icon () on the transaction row:

1. To Edit split click on “Edit Split Transaction”.
2. To delete the split group and restore the original transaction, choose “Delete Split Group.”