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Integrations

Split transactions across multiple accounts

You can now split transactions and allocate to separate accounts when reconciling payments. Many businesses often need to allocate part of transaction to a separate account or business unit for more accurate reporting.

Here's how simple it is:

  1. Select transaction you wish to allocate across multiple accounts
  2. Choose the accounts and how much to allocate to each
  3. Allocate and reconcile automatically!

And if you need to make any changes, you can revert back in an instant!

See for yourself:

Shipped by Saul Liang and Maddie Carter-Smith

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