This topic describes the systematic instruction to Spend Analysis – Split Transaction screen.

The split transaction feature allows the customer to divide a single transaction into multiple transactions of different categories/sub categories. For example, different items are bought with a single purchase at a departmental store and customer later wishes to split it into different categories / sub-categories, he can do so by using this option.

A transaction can be split into any number of transactions and each division can have their own categories/ sub-categories. The sum of values of all the split categories/ sub-categories transactions should be equal to the main transaction amount. A transaction can be split into categories/sub-categories only once. The split icon is no longer displayed against transactions which have been already split.

Note:

The categorization cannot be reversed to original once the transaction is split.

To split a transaction:

1. Navigate to the Spend Analysis screen.
2. In the Spend Analysis screen, click on the icon against the transaction that you wish to split.
   The Split Transaction overlay screen appears.

   Figure 3-7 Split Transaction

   
   

   
   Description of "Figure 3-7 Split Transaction"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-4 Split Transaction - Field Description

   Field Name	Description
   Category	The category to which the transaction is to be assigned.
   Sub Category	The sub category to which the transaction is to be assigned.
   Amount	The amount that needs to split.

3. From the Category and Sub Category lists, select the desired options.
4. In the Amount fields, enter the amount to be assigned to each category/sub category.
5. Perform anyone of the following actions:
   • Click Save to save the changes.
   • Click on the Add link to add another category and sub-category into which the transaction is to be split.

   Note:

   1. The user should not be able to add another category option once the maximum number is reached.
   2. Click the icon to close the Split Transaction overlay screen.
   3. Click Delete to delete the added category.