Table of Contents

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 and you will be taken to a new page.
  4. By default, the system will create two Assets from the single Transaction. To further split the Transaction and create more Assets, click Add Another until you have reached the desired number of Assets.
    1. If you would like the system to evenly split the Cost across all Assets, click Split Cost.
    2. If you would like to manually distribute the Cost across the Assets, type the desired values in each Asset's Cost field. You will see the difference between your values and the total Transaction Cost in the header at the top of the page.
  5. Fill out the required fields (marked by an *). You will not be able to save until all required fields are entered.
  6. Once you are ready, click Save.
  7. The Assets will be on the Asset Index.
Note: If your Transaction cannot be evenly split across all Assets, the first Asset will be rounded up to accommodate the difference in Cost.

How did we do?

Excluding Transactions

Splitting/Duplicating Assets