This is the starting page for building an auto split payment receipt (payment on account). This page will build the new receipt and add a single line item to it. It will also loop over the receipts that are included and will help validate, lock, and verify each sub receipt. It is highly recommended that you make sure all sub items are in place and oked before using this automatic feature. If something is incorrect, the process will be stopped mid stream and you will be required to finish the process manually. Only the receipt numbers that were selected from the previous page will be locked and verified. You may change any other field but the receipt list by the bottom submit button are the only receipts that will be affected.

The only expense types that this page will pull (as options) are expense types that are pointed to the balance sheet and have the word "Reimbursement" somewhere in the account name. We recommend the account name: Reimbursement - Payments for Splits

This special routine will add the new receipt number to all affected sub receipts to help with look-ups.

Special note about the receipt notes: By default, the application will populate the notes with the actual expense/receipt numbers that are being paid. If your corporation would rather use the external invoice numbers (to help your vendors), simply copy and paste the invoice info into the notes field. If you want or need to, you may delete all of the system generated notes and replace them with your own. The only requirement is the notes must be at least three characters in length.

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