Billing Q&A: Preventing Entries from Splitting

October 2018    Tags: ,

I have a few transactions for one of my split billing clients that do not need to be split out. Unfortunately, those entries are on the same dates as entries that do need to be split. How can I exclude these entries from being split?

When working with the Perform Split Billing utility, there are a few ways to keep specific entries from being split.

  • Transactions that are on the Main client are the only transactions that will be split. Transactions entered on the other matters are not split.
  • Enter transactions you do not want to be split after running the Perform Split Billing utility.
  • Transactions with a Status of Hold will not be split. Mark transactions as Hold until after you run the Perform Split Billing utility. Then, when you are ready to bill, change the Status back to Print and run your statement.
  • When running the Perform Split Billing utility, use timekeeper, date, tcode, or category ranges to exclude entries that you do not want to split.

Note: Any transactions for the Main client that are included on a statement, but have not been split, will result in messages in the Report Log.

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