Divvy/Splitting Transactions in Web Browser

From AYSO Wiki

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 Divvy-split-transaction-web-1.png from the Transaction details and click Split transaction.

Divvy-split-transaction-web-2.png

Different ways to Split transaction:

  • Split by Amount, Percentage or Evenly.

Divvy-split-transaction-web-3.png

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.

Divvy-split-transaction-web-4.png

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.

Divvy-split-transaction-web-5.png

After splitting the amounts, select each split and code accordingly. The transaction will display a split receipt icon Divvy-split-transaction-web-6.png next to Merchant name.

Divvy-split-transaction-web-7.png Divvy-split-transaction-web-8.png

Unsplit transactions

  • From the Transaction page, select the split transaction.
  • Select the three dots Divvy-split-transaction-web-1.png from the Transaction details and click Unsplit transaction.

Divvy-split-transaction-web-9.png

  • Click Unsplit Transaction. The transaction will convert itself back to the original form.

Divvy-split-transaction-web-10.png


AYSO is always here to help with your region's finances. Email us at finance@ayso.org. 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.
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