To ensure the creation of accurate payment records, authorized Mesh users can split the charge among various custom fields, such as departments, locations, or Account GLs.
Follow the steps below to split a transaction:Â
1. Log into the Mesh platform.Â
2. Navigate to the Transactions or Accounting page.
3. Select a transaction that you want to split and click it. Â
4. Click on the 3-dots icon and then the Split link.Â
5. Click the '+Add dimensions' button to select the custom fields you want to split by.Â
Note: You can split by 'Amount' or by 'Percentage'.Â
6. On each line item, select a relevant value, assign the amount, and click the 'Split' button when you are done. The default is an Even Split, but if you want to split the transaction differently, click the '+Add split' link and adjust the values/amounts.
6.1 The example below depicts an uneven split by Amount between Sales ($10) and Marketing ($40). Â
6.2 The example below depicts an even split by 'Percentage' between Sales ($25) and Marketing ($25).
6.3 When you click the 'Split' bouton your selection is stored on the platfrom. Â
7. If you need to change your previous selections, click the three dots then the 'Edit Split' or 'Undo Split' links and make the necessary changes then confirm your selection by clicking on the 'Split' button to save your selections.
Notes:
a. You can split by multiple dimensions (e.g., billable and categories).Â
b. Power users (i.e., Mesh users with Admin, Pro, and Auditor profiles) can split transactions.
c. Mesh Administrators can allow users with an Employee profile to split transactions. Administrators can enable the functionality on the Account settings section under the Company Settings page.
d. Users with an Employee profile must have permission to view the custom fields they can split by.
e. The 'Export Expenses' report shows the split. This report includes the spend categories among other columns.Â
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