After a transaction has cleared Divvy, the transaction amount can be spilt into different General Ledger accounts before syncing to QuickBooks.
- On the Transaction page, select the transaction you would like to split.
- Select the three dots File:Divvy-split-transaction-web-1.png from the Transaction details and click Split transaction.
Different ways to Split transaction:
- Split by Amount, Percentage or Evenly.
Split by Amount:
- Select Split by Amount under Split By.
- Enter the amount to split and click Confirm.
*Note: click on ADD A SPLIT to add as many splits as needed.
Split Evenly by Amount:
- Select Split by Amount and Split Evenly.
- Enter the number of Splits and Splits amounts.
- Click Confirm.
Split by Percentage:
- Select Percentage and enter the split percentages.
**Note: If percentage split is not possible, the remainder will be added to the last split amount.
- Click Confirm.
After splitting the amounts, select each split and code accordingly. The transaction will display a split receipt icon File:Divvy-split-transaction-web-6.png next to Merchant name.
Unsplit transactions
- From the Transaction page, select the split transaction.
- Select the three dots File:Divvy-split-transaction-web-1.png from the Transaction details and click Unsplit transaction.
- Click Unsplit Transaction. The transaction will convert itself back to the original form.
AYSO is always here to help with your region's finances. You can either Email us at finance@ayso.org or Schedule a Meeting with our team for one on one support. See the Support page for other ways of getting help. Can't find a topic? Send us your needs or suggestions at support@ayso.org.
