Use Smart Split to automatically create predefined line items for transactions submitted from a specific supplier.
It’s common that a receipt or invoice will need to be split into multiple line items, for example;
- Delivered goods being split into materials and postage
- Utility bills being split into tax payable and tax reclaimable
Smart Split automates this process for a specific supplier. To set up a Smart Split rule:
- Navigate to the Lists section of the menu
- Click on Suppliers
- Click on the name of the Supplier
- And then click the Add a Smart Split Rule
![SmartSplitRules.png](https://help.dext.com/assets/images/0EM4G000001g91O.jpg)
This will open the ‘Smart Split’ window.
You can create two types of rules:
- Fixed amount rules: specify an exact number, and a line item will be created with this amount, description, and category
- Percentage rules: specify a percentage, and a line item will be created with this percentage of the total as its amount, description, and category
Note: Multiple fixed amount and percentage rules can be used at the same time, and both types can be used simultaneously. Fixed amount rules will always take affect before percentage rules.
![SmartSplit.png](https://help.dext.com/assets/images/0EM4G000001g91T.jpg)
In this example, we’re splitting every current and future transaction from this supplier into:
- £200 of rent costs
- £100 of phone costs
- £150 of maintenance costs
- and remaining costs, which will total to 100% of the total still outstanding
This will split a £1143.30 bill into the following line items:
![SmartSplit3.png](https://help.dext.com/assets/images/0EM4G000001g91i.jpg)