Can I split a purchase between multiple expenditure categories?

Entering split category purchases 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 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 'transfers between categories' option on the 'Adjustments' screen 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 Purchasing module as a whole, please visit the module overview page here.