How to split a receipt from your Banking dashboard - Bulk file upload

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 utilising an Excel or CSV file:

Payment split via Excel or CSV file upload

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

• From the Options menu on the top right, select Download template to download an empty Excel file

• Complete the fields in the template and Save the file

• Please note that Headers in the import file should not be edited

• To import your completed template, select Import Template from the Options menu on the top right

• In the event that you have already manually created rows on your Transaction Split dashboard, a Clear all message will be displayed

• Importing a file will overwrite any previously created transaction splits

• Select the file for import and click on Upload

• Import validation is performed on the file type, headers as well as data

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