Split Transactions are transactions which cover multiple categories i.e. have several lines.

You will require the Split Transactions features if, for example, you are purchasing more than item on the same invoice or bank payment/bank receipt. Maybe you have an invoice or a bank payment from a supplier who have invoiced you for several things on the same invoice and they need categorising to different codes.

This may also apply to Sales invoice if you have not ticked the option ‘Do you want Farmplan to create your invoices’ in Company Settings. (If you are creating sales invoice documents you are also able to add as many lines as you wish but the layout is different.)

How to show Split Transactions in Farmplan Business Cloud

When processing your banking transactions there is an orange split transaction button to the right of the line:

Just enter the Date and select the Type on this screen.

Go to the orange split button to add multiple lines (splits) for the transaction you are entering. If the items covered by this payment have different VAT treatment, you can specify different VAT codes on each row.

Remember to enter a minus sign against any deductions (contras).

The total amounts entered on each row should always add up to the total amount of the transaction.

How to edit or 'unsplit' a transaction

When editing a split transaction or 'unsplitting' it, click the orange split icon next to the transactions (as above).

From here you can either edit the rows and click save or click 'Unsplit'. Clicking 'Unsplit' will remove all entries and will allow you to re-enter the transaction without the split.

Viewing Split Transactions

When viewing transactions that have been split, the description is shown as 'Split Transaction' and the category is shown as 'Split' as there is more than one. This is shown as follows:

What about invoicing?

Split transactions are also available for supplier invoices and batch customer invoices.

Remember to enter the Supplier or Customer and invoice reference before entering the split.

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