Split 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.
Split Single Transaction Using Split Ledger
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
- Look for the "+" symbol in the Action column, located beside the Select Ledger option.
- Refer to the image below for better understanding:
Step 2: Open the Split Ledger Dialog
- By clicking on the "+" symbol, a dialog box will open, allowing you to split the transaction.
Step 3: Select Ledgers and Enter Amounts
- In the dialog box, select the ledgers into which you want to split the transactions.
- Enter the respective amounts for each ledger.
- Finally, click the blue "+" button to continue with the split.
Step 4: Ensure the Total Matches the Original Amount
- If the split total does not match the actual transaction amount, the system will show an error, preventing you from sending incorrect data.
Step 5: Remove Split Ledger (Optional)
- If you wish to discard the split, click the Remove All option.
Step 6: Confirm the Split and Add to Transaction
- Once all data is correctly split and tallied, click on the Add button.
- You will see the ledger selected for the transaction. However, only one ledger will be visible initially, but once the entry is transferred to Tally, it will reflect the split ledgers.