eZ Credit Card Import Support

Split Transactions

Step 1: Select the transaction that you would like to split within the Transactions in Import File table. Right-click on the transaction and choose Split Transaction from the context menu.

Select Transactions

Import Transactions Window

  

Step 2: The Split Transaction window opens.

Split Transactions Window

Split Transaction window

  

Step 3: Select the Account and Payee/Customer for each split transaction. Note: If the transaction is a deposit, you may also select splits from the undeposited funds by clicking on the View Undeposited Funds button.

Split Transactions

Split Transaction window

  

Step 4: Click Save to apply the split to the transaction. The transaction in the Transactions in Import File table will have its account set to the value of Split.

Split Transactions

Import Transactions Window

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