Split Expenses

How can I split a statement into individual invoices?

Ideal for instances where a single statement with multiple expenses requires division into separate invoices.

Step-by-Step Instructions 

  1. Log into Docyt: Access Docyt through the web app by logging into Docyt.

  2. Access the Invoice Queue in Expense Management:

    • Click on 'Expense Management' in the top header menu.
    • From the dropdown, choose 'Accounts Payable'.
    • Then, select 'Invoice Queue' to view all your invoices collectively.
  3. Initiate Split:

      • Click its amount box and opt for 'Split Statement to Invoices'.
      • You'll be directed to a window labeled 'Split Statement to Invoices', where the statement can be separated into individual invoices.
      • Provide necessary details such as the invoice's date, the new split invoice number, and its amount.
    • Note: Invoice Total, Settlement Amount, and Difference are pivotal to guarantee accurate invoice splitting.

    • Confirm the Split:

      • Click 'Continue'. A confirmation popup should appear to indicate a successful split.
    • Review the Changes:

      • After waiting briefly, refresh the Invoice Queue. Upon reloading, the split statements should now appear as individual invoices based on the allocated amounts.