The new 'Bill Split’ feature simplifies the allocation of recurring expenses like shipping or lease costs. It automatically divides bills and creates items based on
previously specified rules.
Open 'Bill split' through the 'Automation' button
Then
Add rules for your contact
You can apply both types of rules together or separately.
Add Fixed Amount
Begin by specifying a fixed amount to be deducted from the bill's total.
This fixed amount is deducted before any percentage-based allocations are applied.
Add Percentage Amount
Specify percentages to distribute the remaining amount of the invoice after fixed allocations.
Remaining amount
Any amount not allocated by fixed or percentage rules is automatically added as a new line item and coded according to the supplier's default settings.
Save and review inside the document detail
Save & Apply
Use this option to apply rules to the currently open document. The rules will also be saved for this contact, so future invoices will be automatically processed according to these rules.
Save & apply to all ready documents
Use this option to apply rules to all documents with this contact currently ready in Datamolino. The rules will also be saved as the default for this contact.
Save
This option saves the rules as the default for the contact and applies them to all future processed documents.
Once the Bill Split is activated, you will see it in the Status bar of the document:
