When you have submitted a financial document to Roger, you can easily select to split the document into line items and then select different appropriate categories, departments or projects for each line item. These splits also sync to your accounting platform through any connected integrations.
1. First, select the financial document that you wish to split from your dashboard in Roger, and then click the three dots in the upper right corner of the document. Select Split amount from the dropdown menu:
2. A new window will open that shows a number of new line fields. You can now enter a part of the total amount in each line in the left hand text box, and assign a category, department or enter a note for each of these new line items. If you have created custom lists, you will be able to also select from them here.
- You can add as many lines as you wish by clicking the purple +. You can delete a line by clicking the trashcan icon to the right of the line.
At the bottom of the split window, three fields are displayed:
- Balance: This is the remaining amount that you still need to split. The color of this field changes from red to green when the full amount has been split. You can only save the split when the field has turned green.
- Split: This is the sum of the amounts you have entered so far.
- Expense: This is the original total amount of the document. Please note that even if you have changed the amount of a document at an earlier time, you will still need to split the original full amount.
3. Once you have created all the desired line items, click the Save button. Back on the overview for this document on the dashboard, the split line items and their accompanying amounts, categories, etc. will now be visible.
- In the dashboard you can always resume splitting a financial document by clicking the tiny pencil icon next to the Amount split header just above the lines:
Please note that while you can split a document by department and project, only the category of the document is synced to your accounting platform (Xero or QuickBooks).