It is possible to split receipt or payment transactions on any line in AccountsPrep. This overview will go through the steps!
AccountsPrep integrated companies.
You can split receipt or payment transactions by navigating to Bank Statements > Unposted or Bank Statements > Statement Batches > Edit.
Once you are on that screen, click on the split button at the end of the transaction you want to split.
Splitting a payment or receipt allows you to split the amount between two or more accounts.
The demo below shows a simple example of a split payment between two accounts:
Edit Split Transactions
You can edit the split at any stage by clicking the link in on the transaction line.
The split transaction pop-up menu will then appear for you to edit as needed.
Please note that you can also add additional lines by selecting Add Line+ in the pop-up menu.
Undo/Delete Split Transactions
To remove a split transaction, simply click the link to edit the transaction (as described above).
Within the pop-up menu, click the delete button and confirm you wish to do this.
The account field will then be empty for you to code again as needed.