Skip to main content

How to Split Deductions

If indicated on backup Confido with split the line item deductions. To make additional splits or complete a new one follow these steps:

S
Written by Support

Allocate vs. Split

Deductions can be broken into multiple lines using either Allocate or Split, depending on how much manual control you want over the resulting lines.

Use Split when you want to manually break a deduction into multiple lines yourself, as described below — this is typically used when Confido's automated allocation doesn't divide the deduction accurately on its own.

Use Allocate when you want Confido to automatically divide the deduction into multiple lines using its built-in automated flow, which selects the applicable table and handles the split for you.

Note: Allocate is only available on certain deductions. The specific conditions that determine when it appears aren't yet documented — if you expect to see Allocate on a deduction and don't, reach out to your Confido contact.

  1. Navigate the deduction you want to split

  2. Click Split on the upper right hand corner of the deduction box

    1. A new line will be created indicated by a letter following the line number (ex. 50 A)

    2. You can view split deductions by clicking the drop down arrow on the deduction

  3. The splits will show as individual lines in the ledger posting

Uploading Backup to a Deduction from This View

You don't have to leave the deduction to attach backup. Click the three-dot ([...]) menu next to Split, then select Upload Backup, and choose the file from your computer. This attaches the backup directly to that deduction line without navigating to the separate Deductions list detail view. (See "Cash Application & Deductions - How it Works" for the alternate drag-and-drop path from the standalone deduction detail view.)

Did this answer your question?