Once you have added a document to Corpay One, you can easily split it into several lines and thereby select several categories, departments or projects for the document. The split is also synchronized to your accounting system through the matching integration (note that line items are not supported in Corpay One's Uniconta integration).
1. First find the document you want in Bill Pay, and then click the three dots in the upper right corner of the document. Then select Split amount from the drop-down menu:
2. The line item menu now opens from the right. Here you see a number of lines, and on each line you enter part of the document's total amount in the field on the far left. In the fields to the right you can select a category, a department or a note. Other lists you have created are also visible here. This way you can, for example, split the document into several item lines and give each line its own amount and category.
Click the Save button to save the split and return to the overview.
At the bottom of the line item menu, three fields are shown:
Balance: Shows the remaining amount you still have to split. The color of the field changes from red to green once you have split the document's full amount. You can only save the split when the field is green.
Split: Shows how much you have entered in total so far.
Expense: Shows the document's original, full amount. Note that even if you changed the document's amount at an earlier point, for accounting reasons you still have to split the document's original, full amount.
You can add as many lines as you want by clicking the purple + button. You can delete a line again by clicking the trash can icon to the right of the line.
3. Once you have clicked Save, the overview shows that the document has been split across the selected categories, departments, etc.:
From the overview you can always go back to the split of a document by clicking the small pencil icon just above the split lines.
Are line items synchronized to my accounting system?
If a list on a document is imported from/connected to your accounting system, and you have made a selection in that list in the line item menu, then your selection in that list is also synchronized to your accounting system.
For example, the vast majority of Corpay One users import their chart of accounts (the Categories list) from their accounting system. Your choice of categories on a document split into line items is therefore also reflected in your accounting system, where a journal entry is created for each line.
If a list on a document is not imported from/connected to your accounting system, then any selection made in that list is not synchronized to your accounting system.
Read more about using lists here.