Transaction Manager
      Back to home
      1. Knowledge Base & Help Center
      2. Botkeeper Feature User Guide
      3. Transaction Manager

      How do I split transactions?

      If you need to split a transaction, you can do it right within Transaction Manager.

      To split a transaction:

      1. Find the action button to the right of the transaction and click it. 
      2. Select Edit. You will get a pop-up window that looks like this.

      3. Click the +Add Row button highlighted below:

      4. Fill-in the necessary information. If you choose to split by percentage, the amount will update automatically. If you choose to split by amount, the percentage will update automatically.*

      5. Choose Save Changes or Save Changes & Add to GL as highlighted in the image below.
        1. Save Changes (only available for GL transactions) - Saves your changes. The transaction remains in the needs review tab, and will not be posted to your client's general ledger.
        2. Save Changes & Add To GL (only available for BF transactions) - Saves your changes. The transaction will post to your client's general ledger. 

      Congratulations, you split your transaction! In the main screen of Transaction Manager, your transaction will now show Split in the Category column. 

      * NOTE: You will need to update either the percentages OR the amounts on EVERY line. If you forget to do this, the Subtotal and Transaction total amount lines will turn red, indicating they do not match the original amount. When the amount of the split matches the original transaction, these lines will be green.

      NOTE: To see how THIS particular transaction is split, follow steps 1 and 2 above.

      Splitting Deposit Transactions (QBO Only)

      QBO clients can also split a deposit transaction in the exact way outlined above, and designate your payees:

      In the Edit modal of Transaction Manager, deposit transactions display a Payee column defaulting to the same payee set in the main table. When splitting a deposit, users can add a different payee to each line item, allowing them to categorize their deposits directly within Transaction Manager.

      Above: The Payee column location.

      Above: A row has been added to split the transaction, and the user is selecting the Payees.

      Above: The deposit has been split and all payees and categories identified.