How to split a transaction
Open the transaction you want to split.
Click the Split Expense button at the top of the Detail Page.
Add the number of splits you need. For each split, enter the amount (or percentage) and the coding for that portion (Job, Cost Code, GL, etc.).
Ensure all split amounts add up to the total transaction amount before saving.
Submit the split transaction for approval as normal.
Split transaction stuck in Pending
Split transactions can get stuck in Pending because each split portion needs to be individually authorized. This is more common when:
The original transaction is still pending at the bank
One of the split portions has incomplete coding
The split was created before the original transaction fully posted
The recommended approach is to wait until the original transaction has fully posted before splitting it. If it's already split and stuck, contact Vergo support.
Split transaction stuck in Needs Approval
A split transaction in Needs Approval requires the approver to review each portion.
Unsplitting a transaction
⚠️ Important — you can't unsplit a transaction: Make certain you want to split a transaction before doing so as you won't be able to undo this change in Vergo.
⚠️ Note — splits don't carry defaults automatically: When you create a split, the default coding from the original transaction may not carry over to each split portion. You'll need to manually enter the coding for each split before submitting.