What this article covers
This article explains:
How the One-Off Bill Split works
How to define a split using a fixed amount or percentage
How to save a split as a reusable rule.
What is the one-off bill split feature?
The One-Off Bill Split allows you to split a single invoice's total into several lines based on a fixed amount, a percentage or a combination of the two. Instead of manually creating the line items, you define the split and Datamolino calculates it and applies the coding (ledger account, tax code, etc.) automatically.
How do I access the One-Off Bill Split?
The One-Off Bill Split is accessible from within the document view. You can create a new split or select from an existing rule which you saved previously.
How does the One-Off Bill Split work?
When you open the split panel, you define how the invoice total should be divided. Datamolino then generates line items based on your split definition.
For any amount left over after the split is applied, Datamolino automatically creates one additional line item to account for the remainder.
You can define the split in one of two ways or by combining them:
Fixed Amount - allocate a specific monetary value to each line item
Percentage Split - allocate a percentage of the invoice total to each line item
The one off bill split window will display a line items preview of what line items will be created once the split is applied.
What does the one-off bill split line items preview contain?
The one-off bill split line items preview contains:
First line of the preview, named according to the invoice description - The left over line of the invoice that will be created if there is any unallocated amount from the split.
Green lines - Defined fixed amounts and/or percentage splits
Invoice total - The overall total of the invoice from which the split will be created.
Capabilities and Limitations of the One-off Bill Split Feature
Can I save a split to reuse it later?
Yes. After defining a split, you can save it as a rule by filling out the rule name and clicking on Save Rule & Apply. Saved rules are stored and made available the next time you split a document - Datamolino will offer you a list of saved rules to choose from instead of starting from scratch.
How can I edit a bill split rule?
To edit an existing bill split rule:
Click on Bill split in any document and click on the rule to open it.
Then click on Edit rule.
Click on Save to save the changes.
Are there any limitations to the one-off bill split feature?
Yes, there are the following limitations to the one-off bill split feature:
One-off bill split is available only for folders connected to Xero or Quickbooks.
One-off bill split is unavailable for folders with no accounting software connection or connected to FreeAgent.
Is a one-off bill split rule created per supplier?
No, a one-off bill split rule is available for all suppliers across the folder.
Can I create a one-off bill split rule with negative numbers?
Yes, you can create one-off bill split rule with negative numbers.
Can I create a one-off bill split rule for a number higher than the invoice total?
Yes, you can create a one-off bill split rule for a number higher than the invoice total, however the Checksum will stop you from importing it to your accounting software without adjusting the overall Invoice summary captured.
