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Add cost splits for journals

I would like to add cost splits for journals.

Debs avatar
Written by Debs
Updated over 4 months ago

When creating journals, you can split the cost between employees different departments. For example, 50% towards Sales and 50% towards Accounting. Users can split costs for team members once the business categories are defined within the business categories area under the Report & Journal section of a company’s settings.

Cost split for a new team member

To cost split for a new team member in the set-up screen, follow the steps below.

  1. Click Team, then click Add team member

  2. Allocate the team member to a department and branch.

  3. Click Add cost split and on the Split costs by dropdown, choose the total allocation you wish.

    The total allocation must equal 100%.

  4. Enter all remaining information then click Save.

Cost split for an existing team member

To cost split for an existing team member, follow the steps below.

  1. Click Team and click the relevant team member.

  2. Click the Information tab then, under Company details click Edit.

  3. Allocate the team member to a department and branch.

  4. Click Add cost split and on the Split costs by dropdown, choose the total allocation you wish.

    The total allocation must equal 100%.

  5. Click Save.

Override of business categories for hourly paid employees

To cost split for a paid hourly team member, follow the steps below.

  1. Click Team and click the relevant team member.

  2. Click the Information tab then, under Pay Information, click Edit.

  3. Turn on the Override business categories and allocate a department and branch.

  4. Click Save.

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