Split a single transaction using split ledger

Now its easy to split one transaction into multiple ledgers from Suvit. The option is beside the ledger column with a "+" symbol.


Overview

In the bank statement, you might come across a transaction that needs to be split into multiple ledgers. To facilitate this, we have the "Split Ledger" option.

Step 1: Locate the "+" symbol

1Split ledger.png

  • Find the "+" symbol in the Action column next to the Select Ledger option.
  • Refer to the image above for clarity.

Step 2: Open the split ledger dialog

2splitledger1.png

  • Click the "+" symbol to open a dialog box where you can split the transaction.

Step 3: Select ledgers and enter amounts

3splitledger2.png

  • In the dialog box, select the ledgers to split the transaction into.
  • Enter the corresponding amounts for each ledger.
  • Click the blue "+" button to proceed with the split.

Step 4: Ensure the total matches the original amount

4splitledger3.png

  • Ensure that the split total equals the original transaction amount.
  • If the amounts don’t match, the system will display an error and prevent you from proceeding.
  • To discard the split, click Remove All.

Step 5: Review the split transaction

5 img.png

  • This image above shows the preview of your split transaction, listing the selected ledgers and corresponding amounts.
  • Verify that all details are accurate before confirming.

Step 6: Confirm the split and add to the transaction

5splitledger4.png

  • After confirming that the split amounts are correct, click Add to finalize the process.
  • The transaction will display only one ledger initially, but after transferring the entry to Tally, all split ledgers will be visible.

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