Overview:

  • Use the Split feature to divide an invoice line into two or more separate lines in Ocerra. Learn how to split the line by percent and quantity.
  • Set Ocerra to remember the previous split and coding using AutoCode.


To split invoice line navigate to the invoice and click on the plus "+" symbol on the line to see a split icon function:




IMPORTANT: This function do not relate to PO (Purchase Order) line and won't split Purchase Order lines.


  • Select the number of lines you need to split each line in to. Each line can be split in to 2-9 lines.



  • To split by percentage, toggle on the percent switch and adjust the percentage for each line. The system will calculate it for you accordingly.



  • To split by quantity - make sure the percent is toggled off. Adjust the quantity accordingly.
  • To split using percent - toggle the percent parameter "on".
  • If you would like the system to remember your previous split for this supplier, toggle "on" Split Next Time.



  • Click Split. 


How to video example:

This video shows how to split and then how to split next time feature works with AutoCode.



Note: Ocerra will automatically split lines but will only populate financial elements (coding) if description is the same. Also, if using AutoCode for split line, Ocerra will add (split 1, 2 and more) in order to differentiate the lines and apply the previous coding correctly:


If you have a different scenario you'd like us to review, please let us know. We’re always looking to improve our system and appreciate real-world examples!