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.

4. Note: Invoice Total, Settlement Amount, and Difference are pivotal to guarantee accurate invoice splitting.

5. Confirm the Split:

   • Click 'Continue'. A confirmation popup should appear to indicate a successful split.

6. 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.