How to split a receipt from your Banking dashboard - Manual process

The Bank Receipt Split feature offers users the capability to distribute funds received as a single credit bank transaction to multiple Tenant or Landlord wallets.

This feature provides two options for splitting the amount received on the Banking dashboard:

• manual allocation; or
• importing an Excel/CSV file with wallet mappings.

• the User requires the Submit Payments permission in order to execute a payment split from the Banking dashboard

  Follow the step below to effortlessly split bulk receipts from your Banking dashboard:

  Manual process

  • From the Banking dashboard, on the drop-down list select the Map to Multiple Wallets option

  

  • Each row of the split represents a split of the original transaction

  • Click the Add New Transaction Split button on the top right to add rows for the split (click multiple times to add several new rows)

  • Complete the Description (the default will be the same as the original payment received), click to map the split to a wallet and enter the amount

  

  • Each row’s Description, Wallet and Amount must be filled out in order for the Status to reflect as Ready

• Please take note of the following important validations for the Payment Split dashboard:
  • The description should be less than 30 characters and cannot be empty
  • A mapped wallet is required
  • The amount must be greater than R0.01

• Click on the Save icon or click anywhere outside of an input to Auto Save

• The Amount Remaining must be R0.00 in order to mark the batch as Ready

• Should you wish to Delete a line of the Split, you can click on the Trash icon to delete a single row at a time

• From the Options menu on the top right, you also have the option to Clear All, which will delete all rows in one easy step

• When you have completed your manual split and all row Statuses reflect as Ready, you can now click on Mark as Ready on the top right of the dashboard

• Once a splitting batch has been Marked as Ready all inputs are read only and you are then navigated back to the Banking dashboard

• From the Banking dashboard, Submit the batch to execute the split

How to Edit an Existing Transaction Split

• From the Banking dashboard, click on the split in order to edit the details

• If the batch was marked as Ready, click on the Edit button top right in order to enable editing

How to Delete a Transaction Split batch

• From the Banking dashboard, click on the Delete icon (X) to the right of the Wallet field

• A confirmation message will be displayed indicating the number of affected splits

• Click on Delete to proceed to delete the transaction split (this is not reversible)

Filters and Searching

Filters can be set on the following fields:

• Description

• Wallet Name

• Contact Name

• Filter by Status