Use Smart Split to automatically divide transactions from specific suppliers or customers into predefined line items - no manual entry needed.
This is especially useful for receipts or invoices that need to be split into different cost categories. For example:
Splitting goods into materials and postage
Splitting utility bills into tax payable and tax reclaimable
With Smart Split, you can automate this process based on the supplier or customer.
Important: You need to be an Admin user to set up Smart split rules. Practice users accessing a client account
Setting up Smart split rules
To create a Smart Split rule for a supplier:
Go to Costs > Suppliers
Click the name of the supplier
Select Add a Smart Split Rule
Tip: For customers, follow the same steps under Sales > Customers
This opens the Smart Split setup window, where you can choose between two types of rules:
Fixed amount rules
Specify an exact amount
Assign a description and category
A matching line item is created for every transaction
Percentage rules
Specify a percentage of the total
A line item is created using that percentage, with a description and category
Tip: You can use both fixed and percentage rules together. Fixed amount rules are applied first, then percentage rules.
Example Smart split
Let’s say you want to split every transaction from a supplier like this:
£200 to Rent
£100 to Phone
£150 to Maintenance
Remaining amount (automatically calculated to reach 100%)
Smart Split will apply these rules to all current and future transactions from that supplier.
Note: If Extract line items is enabled for the supplier, you’ll need to turn it off before adding a Smart Split rule.
Smart Split rules FAQs
Is there a limit to how many lines I can add?
Is there a limit to how many lines I can add?
Yes - you can add up to 50 lines per supplier or customer.
Why didn’t my Smart split rule apply?
Why didn’t my Smart split rule apply?
Smart Split only works if we can extract the Total Amount from the transaction. If the total is £0, the rule won’t apply because the split is based on that value.
Why did Smart split add an extra line?
Why did Smart split add an extra line?
If the sum of the line items doesn’t exactly match the total amount, Smart Split adds a line to balance it out. This ensures the transaction stays valid. However, for totals of £0, applying Smart Split could create discrepancies, so it’s skipped.