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Community > Using Xero >

Split transaction between purchase and transfer

Started by Casey Steel -   in Using Xero

When reconciling bank, can we add a feature to be able to split a transaction using both transfer to another account and purchase? At the moment it appears we can only use one or the other.
Best Reply as chosen by Kelly M (Community Manager)
02/06/20 Hi, try the following:
First allocate the payment against the purchase invoice, which is in section 1.
Now select 'Transfer Money' in the 'New Transaction' tab, there you will be able to allocate the remaining amount to be allocated and the bank where it needs to go and press transfer, this is in section 2.
As a check, in section 3 at the bottom of your table you should be able to see what amount is still waiting to be matched.
Remember that as you are dealing with step 2, step one will disappear from view until you have completed the transfer step.
After completing the two steps you should have two entries under section 2 and the match tab should be green. Hope this is what you were asking about.
 

Margaret Zdunek