How to Distribute a Payments to Multiple Transactions


One payment or expense document can be distributed into multiple transactions. Each transaction is linked to a specific financial item, and, if necessary, to an invoice or project.

  • To create multiple transactions for a record, go to the Finance application, to the Money tab and open it:
  • Click the Add New Row button to create an additional transaction:
  • Enter the transaction name or leave the automatically generated name, then indicate the necessary amount (1).
  • After specifying the amount for the first transaction, the system will automatically calculate the balance (2). Click on it to automatically fill in the Payment or Expense fields.
  • Specify the financial categories for each transaction (3).
  • If necessary, add more transactions via the Add New Row button and save the document.

If you create transactions for a smaller amount specified in the record, then when you save it, a balance transaction will be automatically created and marked as an unallocated amount.

After distributing the payment into several transactions in the Money section, the following will be displayed:

  • in the Category column—the number of transactions created. When viewing this item, you will see which financial categories were used to make transactions and for what amount.
  • in the column Invoice/Project—invoice numbers or project names, if the transactions were assigned to them.

In the list of transactions, such payments or expenses will be displayed on separate lines.