When a tenant part pays an income invoice, you can now decide how much of that money goes to each line item, instead of it being automatically pro-rated across all line items. Your reports, owner statements and tax returns then reflect exactly what was paid, line by line.
Splitting a payment in Bank Reconciliation
Open Bank Reconciliation
Find and match the receipt to the invoices it pays.
Enter the amount you want to receipt against the invoice
Select the pencil icon beside the amount to open Split Payment Allocation.
Here you can enter the amount you want to put against each line item, or auto-allocate, then press Save.
Splitting a payment in the Process Payment screens
Open the Process Payment screen.
Select the invoices you are paying and enter the amount in the To Pay box.
Select the pencil icon beside To Pay to open the split allocation dialog.
Enter your amounts against each line item and confirm.
Reversals and dishonoured payments
If you reverse or dishonour a payment that you split, Re-Leased reverses it exactly as you allocated it.
How splits show up in your reporting
Line level allocations flow through to the reports that depend on them, so the figures match what you actually allocated rather than a proportional estimate:
Owner statements, including the disbursement preview, show the paid amount against each line item. Where a receipt was split unevenly across line items belonging to different owners, each owner's statement shows their true share.
Tax returns report payments per line item, which also means line items excluded from tax returns are handled correctly.
Budget reports use the actual per line amounts for income and expense.