Split line allocations

Allocate a line across available accounts or dimensions and keep the distribution balanced.

What to do

Allocation fields depend on your company setup. If no allocation field is available, splitting the invoice into separate lines is a different operation: it redistributes quantities and amounts between those lines. Confirm that this matches your intent before accepting a proposed split.

1. Start from one line. Select Edit on the line you need to distribute. Find the allocation field and use its Add control, or open More line actions when the allocation option is there. The fields available come from your company setup and connected accounting system.

2. Build the distribution. Add allocation rows, choose available reference values, and enter amounts or percentages as the interface requests. Choose Split evenly when it appears, or enter percentages where supported.

3. Balance and save. Confirm the distributed total equals the source line total under the displayed rounding rules. If a remainder or over-allocation message appears, adjust the rows until the message clears. Save, then resolve any field or total validation shown on the invoice.