Split an invoice line to assign multiple codes

Apply more than one analysis code to a single line with this trick

You can split an invoice line into multiple lines if you need to apply more than one code to the same line item.

There are many reasons you might need to do this. For instance, if your company's office rent is managed by one provider and appears as a single line, but the value needs to be split between two different office sites with their own unique analysis code.

To split the line, you need to duplicate the invoice line, then amend the unit cost and coding on each duplicated line.

The below steps show you how to split an invoice line into two separate lines with their own analysis codes. You can simply repeat the steps to continue splitting the line multiple times if you need to.

 

  1. In the Unprocessed tray, click the invoice to open it.Click invoice in Unprocessed.jpg
  2. The invoice summary page appears.

    In the bottom-right corner, click Edit.Invoice edit button.jpg

  3. The invoice editing page appears.

    Click the numbered button that relates to the invoice line you want to split.

    The H button relates to the header information on the invoice.

    Click invoice line.jpg

  4. Click the duplicate button in the top-right of the line information.Duplicate line button with click.jpg

  5. A duplicate line appears on the invoice.Duplicated invoice line.jpg
  6. Edit the Unit cost field of both the original line and the duplicated line to reflect how you want to split the value between multiple codes.

    Ensure the total of the lines is equal to that of the header.Edit line value.jpg

  7. Assign the unique codes for each line.Code invoice lines.jpg
  8. Click Save.Save button.jpg

That's it! 

Your invoice total is now split across multiple lines with their own unique analysis codes. To split a line into more than two lines, keep duplicating the line until you have the correct number of lines. Just make sure you apply the correct codes to each new line, and that the total of the lines matches the invoice value.

 

 Still got questions? Comment below and let us know how we can improve this article. 

Comments

2 comments

Date Votes
  • Galit Shayo

    it would be nice to be able to do this at the invoice level, rather than at the line level. If I have an invoice that has 20 lines & all need to be split 3 ways, that is a LOT of effort!

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  • Cat Coyne

    Hi Galit,

    Thank you for taking the time to leave this suggestion.

    It's certainly one that we will put forward as an item for our product wish list.

    Many thanks,

    Cat

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