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Split or exclude a transaction

3 min readAll workspaces

Use Split when a transaction needs to be divided into multiple lines that add up exactly to the original amount and use the same currency. Use Exclude when a transaction should leave review; it removes the item from the review flow, but it does not delete the original provider record or imported history.

Before you start

  • You must be in a workspace and product mode that shows transaction review.
  • You need permission to review transactions in the current workspace. Some actions also require write access in your role.
  • Split and Exclude are only available when the relevant transaction features are enabled in your workspace.
  • If your workspace uses business flows that export or reverse ledger actions, those follow separate ledger-connected workflows and may require an ERPNext connection and company setup.
  • If your workspace is personal mode, split and exclude follow personal transaction rules; transfer behavior is separate.

Split a transaction

Use Split when one transaction needs to be allocated across more than one line. The split lines must add up exactly to the original transaction amount, and the total must stay in the same currency as the source transaction.

  1. Open the transaction and choose Split.Split
  2. Select Add line for each split line you want to create.Add line
  3. Enter an amount for each line. The total of all split lines must match the original transaction amount exactly.
  4. Enter the line details your workspace requires, then review the total before saving.
  5. Select Save Split.Save Split

Expected result: the transaction is saved with split lines linked to it.

Exclude a transaction

Use Exclude when a transaction should leave the review workflow. Excluding it changes how the transaction is treated in the app, but it does not delete the original provider record or remove imported history.

  1. Open the transaction.
  2. Select Exclude.Exclude
  3. Confirm the action if prompted.

Expected result: the transaction is removed from review workflows and marked excluded in the app.

Restore or reverse a decision

If you need to bring a categorized transaction back, use Undo on that transaction. Undo reverses the categorization state and is separate from Exclude.

  1. Open the categorized transaction.
  2. Select Undo.Undo
  3. Wait for the result before making another change.

Expected result: the transaction returns to an unreviewed state when the undo completes. If your workspace also uses a ledger-side reversal or cancellation flow, that is handled separately.

Updated

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