Can I split a purchase between multiple expenditure categories?

Entering a purchase split between different categories is easy.

When entering a purchase, in the 'budget details' section, click the 'add line' button to split a purchase against multiple expenditure categories. In most situations, you can even split the purchase across funds. 

It is possible that 'Cross-Fund Payments' is turned off in your system settings. If this is the case, please refer to this help guide article.

Alternatively, the 'duplicate line' option to the right of the budget details line also creates a new line, but with the data from the existing line copied.

There is also a 'Copy a previous transaction' button which will automatically copy budget details from a previous transaction. You need to first select a 'supplier' to be able to use this option.

Mileage Claims

It is not possible to split a mileage claim between categories or funds. Instead, you will need to choose one of three options::

Option 1: Enter separate mileage claims for each fund/category. Don't worry, they will automatically get combined once they are on the payments screen.

Option 2: Enter a mileage claim against a single fund/category, then use the 'expenditure category transfer' option to cross-charge the appropriate amounts to the other funds/categories.

Option 3: Not recommended. Enter the mileage claims as an expense claim. Whilst this will allow you to split between funds/categories, this doesn't offer the option to record or automatically add up mileage amounts, and therefore we don't recommend this option.

To help you better understand the Purchases module, please visit the module overview page here.