Creating Split Templates in Docyt

Overview:

When splitting categories on an expense transaction, you can save your split settings as a template for future use.
Split templates are handy when utilising the "Split Receipt Across Businesses" function.

Steps to create a split template:

1. Go to Reconciliation > Tasks > Uncategorized Transactions.
2. Click on the transaction to categorise.
3. Move the cursor to the right window and select the 'Select Category' tab.
4. In the Edit category window, create the split, 
5.  Move the cursor towards the arrow tab named 'Split Template'.
6. Select "Save Split Template" from the options.
   

7. Also, add the vendor name to the description field.

   

8. Add a name for the template and save it.
   
9. The new template will store the split amounts as percentages, automatically applying them to future items that use this template.
10. You can access the template from the same dropdown menu whenever needed.
11. Split templates are available across all modules where splits can be applied, including Bill Pay, Receipt Box, and Reconciliation.
12. To delete a split template, hover over the template name in the same dropdown and click the Delete icon.
13. Confirm the Delete option.

Following these steps, you can create and manage split templates in Docyt, enabling efficient and consistent expense management across various modules.