Users may receive a frequent payment that includes more than one type of balance. For example, a total payment of £1200, which is made up of £1000 rent and a £200 utility payment.
In these cases, a multi-line automatic reference can be set up to automatically split and assign the transaction, which can be achieved by creating a Primary automatic reference and Secondary automatic references.
Navigate to Bank > Add auto reference.
From the top right corner, click on + Automatic reference and add a primary automatic reference (for further guidance on how to add an automatic reference, please click here).
Once added, locate the new auto reference.
Within the Multi line column, click on the + icon.
From the top right corner, click on +Automatic reference.
Fill in the form with details of one part of the transaction.
Click Submit (this will create a secondary reference).
Repeat steps 4 - 7, adding secondary references until the total balance of the original transaction has been accounted for.
Using the above example, a primary auto-reference would be added for £1200, and two secondary auto-references would be added (one for £1000 and the other for £200).
This transaction will automatically split and be assigned when the user next navigates to Bank > Auto assign bank lines.