Need a "Split" button to code an expense or credit card reconcile into multiple lines.
Jason Warmby
| Company | Hathaway Dinwiddie Construction Company |
| Job Title / Role | Director of IT |
| I need it... | 3 months |
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The option to now split the cost between different codes is great. However I was asked why we don't have an option like previous software they used that would divide the total cost for each line they added. I.E. add four lines for a $100 charge would create 4 $25 entries for coding.
@Matt Newman -- Unfortunately, it's rare that suggestions are implemented in less than 2-3 years minimum. Most of ours that do get implemented take at least that long.
I'm excited this is "Likely to Implement" - but why is it taking so long? We really need this in the next couple months.
Any update on this?
Hi, is there any update on this one?
Matheus - That list seems complete to me. I can't think of anything else that would be needed.
Hey team,
My name is Matheus Henz and I'm the Product Management Intern, and I'm working on this product. When splitting an expense that is linked to a credit card transaction, we're thinking about copying the following information from the first item to the new item:
Credit Card Transaction Linked
Transaction Date
Category
Item Description
Vendor
Item Note
Attachment
Total Amount, Default to Credit Card Remaining Amount
Please let us know if there is anything missing!
Thank you
Any update? Really need this 3 years ago.
Any update - to have over a 100 votes and it be 3 and a half years old is ridiculous. Please finish this yesterday.
The multiple expense items is the most complicated part of using this tool. Having this feature would make the tool much more user friendly.
This suggestion is a year and a half old and still has not been provided in Keystyle. Please make it a priority to provide a way to code expenses/cc receipts to multipule phase codes. This is a weekly need of our company.
Yeah, I see no button. Can you show me a screenshot of the actual split button?
I don't see where you can create multiple expense items and attach them to the same credit card item. Can you please provide instructions or a knowledgebase article?
In the latest release you can now create multiple expense items and attach them to the same credit card item. This allow a credit card item to be split into as many expense items as you need. The credit card item will stay in the un-reconciled section until the total amount of the credit card item has been allocated to expense items.
We are having AP split the transaction in the Vista AP TE batch based on the Notes.
Thank you for sending this in. We have it on our roadmap and will work to get it delivered to you quickly.
Could use this yesterday since currently there is no way to split an expense item...this is causing us some fairly major pain at this point.