How to Split Transactions Between Multiple Locations

How to Split a Transaction Across Multiple Locations

For multi-unit business owners, it’s common to use a single credit card to purchase supplies for several locations. To allocate expenses across multiple locations, follow these steps:

1. Open the Ceterus Bookkeeping app and navigate to Profit and Loss.
2. Drill into the amount shown in the GL that contains the transaction you want to allocate.
3. In the transaction detail view, select Split to Other Locations.
4. Click Add Location.
5. Choose the location to which you want to allocate part of the expense.
6. Enter the amount to allocate.
7. Select the appropriate account (usually the same as the original transaction).
8. To leave a note for your accountant, add a comment in the text box at the bottom of the transaction.
9. If needed, attach supporting documents by clicking Add Attachments.
10. When finished, click Submit.