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Splitting Transactions

Jennifer Sneider Updated by Jennifer Sneider

All users can access this feature.

You can split a Transaction into multiple copies if the Transaction encompasses multiple Assets.

Splitting Transactions into Multiple Assets

  1. While logged in to your Series/Franchise, click Transactions on the top navigation bar.
  2. Click anywhere in the line of the Transaction you would like to split.
  3. In the expanded row, click the Split button on the far right.
  4. Fill out the required fields (marked by an *). You will not be able to save until all required fields are entered.
  5. If you want to split your Transaction even further, click Split Again.
  6. Once you are ready, click Save.
  7. A green notification will appear at the bottom of your screen letting you know the Assets have been created.

How did we do?

Excluding Transactions

Splitting/Duplicating Assets

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