This article explains how to add multiple Customers, Suppliers, Categories and VAT rates when reviewing a transaction. For more information on how to review a transaction please refer to Reviewing and categorising bank transactions
How do I add multiple Customers, Suppliers, Categories and VAT rates to a transaction?
A. Split/Attach
Select 'Split/Attach' to open the advanced editing options for the transaction.
B. Split category/VAT
Selecting 'Split category/VAT' allows you to add multiple VAT rates and categories to the same Customer or Supplier.
You might use this if you spent money at a service station to buy fuel and food. By using 'Split category/VAT':
- the Supplier remains the service station
- you can enter two Categories e.g. 'Fuel' and 'Working meals'
- you can enter two VAT rates e.g. '20% standard rate' for the fuel and '12.5% reduced rate' for working meals
Once the transaction is confirmed, this would create one expense receipt against the one supplier, with all of the different VAT rates and categories in it within your outgoings.
C. Split customer
Selecting 'Split customer' allows you to add an additional Customer to the transaction. You can only record positive amounts against a customer.
You might use this, for example, if you both buy and sell goods on Amazon and receive one combined bill. The overall transaction amount may be negative, but you'd still need to add some positive amounts in order to reconcile it. Therefore, you'd select 'Split customer' to add Amazon as a Customer as well as a Supplier. As long as the values of the fees and the sales equal the overall value of the transaction, then the transaction can be confirmed.
D. Split supplier
Selecting 'Split supplier' allows you to add an additional Supplier to the transaction. You can only record negative amounts against a supplier.
You might use this if you sell goods on eBay and receive a payment from eBay with their fees already deducted. You can enter the full value of the sales invoices into the transaction and then select 'Split supplier' to include the fee deduction. As long as the values of the sales and the fees equal the overall value of the transaction then the transaction can be confirmed.