How to split a transaction in Cloud Banking

How to split a transaction in Cloud Banking

Splitting transactions in cloud banking refers to the process of dividing a single transaction into multiple GL accounts. This is often done to accurately track expenses or income.

Here are the steps on how to split a transaction in cloud banking:

1. Navigate to the Unapproved Transactions tab.
2. Select the transaction you want to split then click "New" on the "New, Match or Transfer" column.
3. On the Matching window that will appear, select "Split" then click "Add" to enter the split details. Make sure that the Unsplit amount is equal to "0" to continue. Once done entering the split details, click "Process Split transaction".
4. The split details are shown below the transaction. You can now then approve the transaction.










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