To split a bank line into multiple lines:
Navigate to Financials > Unassigned lines (if the line is unassigned) or Bank > View bank lines (if the line is already assigned).
Locate the bank line to be split.
Within the ID column, click on the ID number.
Enter each separate payment amount in the Amount box in separate rows.
For each payment, select the appropriate Category and Subcategory.
If required, enter a description for each payment and who the payment was made by.
If the payment is to be split into many lines, click Add 5 lines to create additional rows.
Ensure the Amount remaining (located at the bottom of the table) shows as £0.
Click Add lines above.
If the Amount remaining field is not £0, the values within the Amount column do not add up to the original transaction value. If so, please review the inputted values and amend them as required.
Once submitted, the original bank transaction will be split into smaller amounts and assigned. These new bank lines will retain the original bank transaction's date, account name, and reference. The transaction type will show the ID number of the original bank line for reference.
Note: The original bulk bank transaction will now be in Ignored lines and no longer show in Bank > View bank lines. If needed, the original line can still be viewed by going to Bank > View bank lines, selecting the View dropdown in the top left corner and choosing Ignored lines.