Beanworks allows you to split invoice line items by either percentage or equal parts with just a few clicks of your mouse.
 
Accessing the Options to Split Rows

To split one or more rows of an invoice either by equal parts, or by certain percentages:

  • Select the row(s) in the line items table you want to split so they are highlighted in blue. To select multiple rows to split, hold down 'Ctrl' on your keyboard while you click rows with your mouse. The rows you click will be highlighted in blue.
  • Select 'Edit' (on the right side of the line items table).
  • Choose 'Split Row(s)' .

To split by Percentages:

Once you have chosen the option to split one or more rows:

  • Choose 'Percentage' on the pop up that appears.
  • You can enter as many percentages as you need as long as it totals 100%.
  • The system will alert you when you are not in balance and will show the amount required in the 'Remaining Percentage' box. Your remaining percentage MUST equal 0 when you are finished.
  • If you have entered the coding for the line(s) you originally selected you can choose to copy the coding for all of your split lines from the original line(s) by clicking the 'Copy coding details to new lines' box.
  • Click the 'Apply' button & the system will apply your changes.

To split by Equal Parts:

Once you have chosen the option to split one or more rows:

  • Choose 'Equal Parts'.
  • Enter the number of equal parts you would like to split the selected line(s) by - this must be a minimum of 2 to a maximum of 100 (must be a whole number).
  • If you have entered the coding for the line you can choose to copy the coding for all of your split lines from the original line(s) by clicking the 'Copy coding details to new lines' box.
  • Click the 'Apply' button & the system will apply your changes. 
Did this answer your question?