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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:

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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

Splitting a Deduction That Has Already Been Split

This section explains how to further split one of the sub-deduction lines created by a previous Split.

When a deduction has already been split, each resulting line (for example, "50 A" and "50 B") becomes its own separate deduction record. To split one of these sub-deduction lines again:

  1. Go to the Deductions tab.

  2. Search by the original invoice number (not the master deduction) to bring up all of its sub-deduction lines.

  3. Click into the specific sub-deduction line you want to split further.

  4. The Split option will be available on that line if its status is Cleared or Archived, following the same steps described above.

Limitation: Two sub-deductions from the same check and the same original status can behave differently if one has already been split and the other has not — always search by invoice number and check each line's individual status rather than assuming all lines from the same check behave the same way. If Split still isn't available after finding the correct line, contact your Confido support contact with the invoice number.

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.)

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