Split a purchase by percentage across accounts
A purchase can be split by percentage across several accounts or internal accounts, for example between departments, projects or cost centers. You enter the percentages and Expense calculates the amounts.
🔍 How it works
| Example: purchase of SEK 1,000 | Percentage | Amount |
|---|---|---|
| 📁 Project A | 60% | SEK 600 |
| 📁 Project B | 40% | SEK 400 |
✅ The split must add up to 100% before it can be saved.
👉 Applies to: administrators. The feature is available to administrators and users, both on the web and in the app.
📊 Step 1 – Split a purchase by percentage
- Open the expense report and the transaction you want to do the accounting for.
- Go to the accounting view.
- Turn on Specify percentage value.
- Select accounts and/or internal accounts and enter a percentage per row, 100% in total.
- Click Save.
✅ Expense calculates the amount per row.
🍽️ Step 2 – Allow percentage split of representation
- Go to Administrate > Settings and open the Accountcoding tab.
- Select the checkbox for splitting representation (Enable representation dividing).
- Click Save.
✅ Representation can now also be split by percentage.
💡 Do you use fixed split keys? Tell users which percentages and internal accounts apply.
❓ Frequently asked questions (FAQ)
Can I combine accounts and internal accounts?
Yes, both can be used in the same split.
Does the split have to add up to 100%?
Yes, the whole purchase must be split before the accounting can be saved.
Can representation be split by percentage?
Yes, if the checkbox Enable representation dividing is selected.
Does it work in the app?
Yes, both on the web and in the app.
✅ Summary
- 📊 Turn on Specify percentage value and split 100%
- 📁 Accounts and internal accounts can be combined
- 🍽️ Select Enable representation dividing to split representation