Use Line Items to divide a receipt, bill or invoice between multiple nominal codes.
How to use Line Items:
Go to the Costs or Sales Inbox, then click the desired item.
On the Item Details page scroll down, then click the Create line items button.
3. Click the Create line items button
4. Enter the individual line items and the relevant line item details.
For example, in the invoice below we want to split the total amount into the two different charges as they have different nominal codes.
Enter the details of each charge on the form and click ‘Add New Line’ to add another row.
5. After you've split all the lines, click Done.
The separate line items will then appear at the bottom of the Item Details tab.
If needed, click the Edit line items button and you’ll be able to make any changes.
If you want to include Line items in CSV Exports, navigate to Business settings, then Exports and under CSV Exports, change the ‘Receipts & Invoices’ setting to ‘Dext Prepare Default (Line Items)’.